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Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EOJOAM
326
E. Ohman J:or Asset Management
Sweden
$298K 9,500 -4,200 -31%
CAM
327
Carret Asset Management
New York
$293K 9,350 -100 -1%
RCAG
328
Rehmann Capital Advisory Group
Michigan
$293K 9,341 +9,341 New
IA
329
IFG Advisory
Georgia
$291K 9,300 +9,300 New
KWM
330
Kingsview Wealth Management
Oregon
$290K 9,249 +9,249 New
HighTower Advisors
331
HighTower Advisors
Illinois
$289K 9,287 -459 -5%
BC
332
Burney Company
Virginia
$286K 9,111 +9,111 New
Lazard Asset Management
333
Lazard Asset Management
New York
$284K 9,121 – –
GCP
334
GSA Capital Partners
United Kingdom
$284K 9,058 +5,078 +128%
NB
335
Nicolet Bankshares
Wisconsin
$277K 8,823 +470 +6%
EHWM
336
Eads & Heald Wealth Management
Georgia
$272K 8,671 -1,895 -18%
NICM
337
Neo Ivy Capital Management
New York
$271K 8,639 +8,639 New
IA
338
IFP Advisors
Florida
$270K 7,941 +1,629 +26%
PP
339
Paloma Partners
Connecticut
$270K 8,600 +8,600 New
NIT
340
NumerixS Investment Technologies
British Columbia, Canada
$268K 8,554 +5,849 +216%
KA
341
Kintegral Advisory
New York
$265K 8,454 +945 +13%
SFS
342
Sowell Financial Services
Arkansas
$265K 8,469 +2,720 +47%
MS
343
Maven Securities
Jersey
$264K 8,429 +8,429 New
QCG
344
Quadrant Capital Group
Ohio
$260K 8,351 +6,189 +286%
HIC
345
Holderness Investments Company
North Carolina
$259K 8,249 -1,722 -17%
GWM
346
Geneos Wealth Management
Colorado
$255K 7,822 -863 -10%
WI
347
WBI Investments
New Jersey
$253K 8,059 +8,059 New
AC
348
Allstate Corporation
Illinois
$250K 7,978 -47,629 -86%
SRAM
349
Stone Ridge Asset Management
New York
$250K 7,981 -10,400 -57%
IFWM
350
Institute for Wealth Management
Colorado
$250K 7,985 -1,733 -18%
12 13
14
15 16