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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
326
Carret Asset Management
New York
$361K -$27K -650 -7%
HIC
327
Holderness Investments Company
North Carolina
$353K +$9.98K +240 +3%
KA
328
Kintegral Advisory
New York
$351K – – –
SCM
329
Shelton Capital Management
Colorado
$350K -$302K -7,265 -46%
CI
330
Cigna Investments
Connecticut
$348K +$35.5K +856 +11%
FMBTD
331
First Midwest Bank Trust Division
Illinois
$348K +$55.5K +1,337 +19%
PAM
332
Palisade Asset Management
Minnesota
$345K -$4.95M -119,131 -93%
SPIA
333
Steward Partners Investment Advisory
New York
$338K +$78.8K +1,900 +30%
MYLI
334
Meiji Yasuda Life Insurance
Japan
$335K -$124K -2,985 -27%
ECM
335
ExodusPoint Capital Management
New York
$335K +$335K +8,056 New
SFS
336
Sowell Financial Services
Arkansas
$333K -$18.8K -453 -5%
HighTower Advisors
337
HighTower Advisors
Illinois
$328K -$56.8K -1,370 -15%
WFM
338
Wolff Financial Management
Michigan
$325K – – –
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$320K -$11.8K -284 -4%
SC
340
Savant Capital
Illinois
$316K +$316K +7,609 New
SB
341
Sunflower Bank
Texas
$316K +$316K +7,625 New
IFWM
342
Institute for Wealth Management
Colorado
$312K -$19.8K -477 -6%
Macquarie Group
343
Macquarie Group
Australia
$312K +$95.8K +2,303 +44%
GWM
344
Geneos Wealth Management
Colorado
$311K +$4.89K +125 +2%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$311K +$16.3K +406 +6%
IA
346
IFP Advisors
Florida
$309K -$12.2K -301 -4%
GAM
347
Gotham Asset Management
New York
$309K +$15K +362 +5%
BCV
348
Banque Cantonale Vaudoise
Switzerland
$309K +$108K +2,600 +54%
CCM
349
Cadence Capital Management
Massachusetts
$308K -$620K -14,912 -67%
OIA
350
OneDigital Investment Advisors
Kansas
$307K +$10.5K +254 +4%
12 13
14
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