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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
Capital Research Global Investors
California
$790M
3
Nomura Holdings
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$240M
3
AL
AJO LP
Pennsylvania
$0
4
PP
Prudential plc
United Kingdom
$54.8M
5
BlackRock
BlackRock
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
World Asset Management
Michigan
$497K -$36K -725 -7%
CAGAS
327
Capital Advisory Group Advisory Services
Minnesota
$470K +$228K +4,588 +94%
GWM
328
Geneos Wealth Management
Colorado
$466K +$12.2K +214 +3%
Truist Financial
329
Truist Financial
North Carolina
$460K -$665K -13,380 -59%
TRCT
330
Tower Research Capital (TRC)
New York
$458K +$44.1K +888 +11%
HIC
331
Holderness Investments Company
North Carolina
$451K +$29.9K +602 +7%
CT
332
Chicago Trust
Illinois
$447K +$447K +9,008 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$445K +$86.9K +1,753 +24%
CI
334
Cigna Investments
Connecticut
$443K +$27.6K +557 +7%
IMRF
335
Illinois Municipal Retirement Fund
Illinois
$441K +$235K +4,737 +114%
SEC
336
Seven Eight Capital
New York
$430K -$74.3K -1,500 -15%
SPIA
337
Steward Partners Investment Advisory
New York
$430K -$7.45K -150 -2%
S
338
Seeyond
France
$429K -$44.4K -896 -9%
CAM
339
Carret Asset Management
New York
$422K -$9.93K -200 -2%
GC
340
Gilbert & Cook
Iowa
$417K +$18.1K +364 +5%
Tudor Investment Corp
341
Tudor Investment Corp
Connecticut
$411K +$411K +8,277 New
KA
342
Kintegral Advisory
New York
$406K – – –
IAA
343
Independent Advisor Alliance
North Carolina
$403K +$403K +8,124 New
UB
344
UMB Bank
Missouri
$391K -$169K -3,399 -30%
SC
345
Savant Capital
Illinois
$391K +$12.3K +249 +3%
WFM
346
Wolff Financial Management
Michigan
$388K – – –
CL
347
Choreo LLC
Illinois
$385K +$99 +2 +0%
NB
348
Nicolet Bankshares
Wisconsin
$384K -$4.96K -100 -1%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
LNWWM
350
Laird Norton Wetherby Wealth Management
California
$379K +$2.09K +42 +0.6%
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14
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