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Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
ZP
Zimmer Partners
New York
$28.7M
4
KBC Group
KBC Group
Belgium
$29.9M
5
DZ Bank
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
Invesco
Georgia
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
301
LS Investment Advisors
Michigan
$479K -$725 -18 -0.2%
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$471K +$88.6K +2,200 +23%
UB
303
UMB Bank
Missouri
$469K – – –
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$467K -$7.2K -179 -2%
SS
305
Sunbelt Securities
Texas
$466K -$40.3K -1,000 -8%
MYLI
306
Meiji Yasuda Life Insurance
Japan
$458K +$133K +3,298 +41%
PAMP
307
Polar Asset Management Partners
Ontario, Canada
$458K +$458K +11,381 New
B
308
Barings
North Carolina
$454K -$52.4K -1,300 -10%
CCP
309
Corient Capital Partners
California
$453K -$33.1K -823 -7%
ECM
310
Everence Capital Management
Indiana
$450K – – –
NICM
311
Neo Ivy Capital Management
New York
$449K +$449K +11,158 New
WAM
312
World Asset Management
Michigan
$433K -$242 -6 -0.1%
NFG
313
Next Financial Group
Texas
$422K +$422K +10,468 New
AC
314
Allstate Corporation
Illinois
$415K – – –
USAA
315
United Services Automobile Association
Texas
$411K -$1.85M -45,856 -82%
SEC
316
Seven Eight Capital
New York
$410K +$410K +10,176 New
LS
317
Livforsakringsbolaget Skandia
Sweden
$408K – – –
CAN
318
Cetera Advisor Networks
California
$404K +$266K +6,593 +192%
PTC
319
Petrus Trust Company
Texas
$392K +$187K +4,651 +91%
S
320
Seeyond
France
$385K +$6.37K +158 +2%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
CCG
322
Cypress Capital Group
Florida
$370K +$106K +2,643 +40%
CCIA
323
Campbell & Co Investment Adviser
Maryland
$367K +$367K +9,106 New
PAG
324
Private Advisor Group
New Jersey
$365K +$172K +4,260 +89%
HighTower Advisors
325
HighTower Advisors
Illinois
$359K +$42.2K +1,056 +13%
11 12
13
14 15