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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SLF
326
Sun Life Financial
Ontario, Canada
$533K 9,682 -5,540 -36%
FHB
327
First Hawaiian Bank
Hawaii
$527K 9,582 +212 +2%
CAM
328
Carret Asset Management
New York
$520K 9,450 +400 +4%
EWM
329
Empirical Wealth Management
Washington
$520K 9,446 +1,896 +25%
Capital Fund Management (CFM)
330
Capital Fund Management (CFM)
France
$519K 9,429 -60,190 -86%
SC
331
SRB Corp
Massachusetts
$517K 9,406 +940 +11%
HI
332
Horizon Investments
North Carolina
$505K 9,180 +9,180 New
Lazard Asset Management
333
Lazard Asset Management
New York
$500K 9,121 – –
Neuberger Berman Group
334
Neuberger Berman Group
New York
$494K 8,990 -2,155 -19%
RC
335
RegentAtlantic Capital
New Jersey
$492K 8,939 +3,681 +70%
MC
336
Machina Capital
France
$484K 8,799 -2,151 -20%
FMBTD
337
First Midwest Bank Trust Division
Illinois
$478K 8,694 – –
GWM
338
Geneos Wealth Management
Colorado
$475K 8,685 -1,122 -11%
JFA
339
Johanson Financial Advisors
California
$475K 26,136 +26,136 New
HWA
340
Heritage Wealth Advisors
Virginia
$472K 8,590 +2,737 +47%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$471K 8,576 -248 -3%
OPS
342
Orion Portfolio Solutions
Nebraska
$471K 8,571 +8,571 New
SBWM
343
Sunflower Bank Wealth Management
Arizona
$463K 8,421 +3,665 +77%
NB
344
Nicolet Bankshares
Wisconsin
$459K 8,353 +80 +1%
BMC
345
Benin Management Corp
Connecticut
$457K 8,300 -925 -10%
American Century Companies
346
American Century Companies
Missouri
$453K 8,240 +8,240 New
DCM
347
Dupont Capital Management
Delaware
$447K 8,134 -39,130 -83%
LB
348
Legacy Bridge
Iowa
$440K 8,000 – –
WFM
349
Wolff Financial Management
Michigan
$430K 7,815 – –
BOH
350
Bank of Hawaii
Hawaii
$418K 7,594 -2,195 -22%
12 13
14
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