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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
351
NumerixS Investment Technologies
British Columbia, Canada
$492K -$45.5K -795 -8%
SC
352
SRB Corp
Massachusetts
$484K -$19.6K -343 -4%
NB
353
Nicolet Bankshares
Wisconsin
$473K -$9.43K -165 -2%
SS
354
Simplicity Solutions
Minnesota
$471K -$25.1K -439 -5%
PCS
355
Personal CFO Solutions
New Jersey
$469K +$469K +6,564 New
OC
356
Oppenheimer & Co
New York
$467K -$40.8K -713 -8%
APP
357
Avantax Planning Partners
Iowa
$466K -$11.7K -204 -2%
LB
358
Legacy Bridge
Iowa
$457K – – –
WFM
359
Wolff Financial Management
Michigan
$447K +$158K +2,757 +55%
AAM
360
American Asset Management
Florida
$443K -$25.1K -440 -5%
WIS
361
Wright Investors Service
Connecticut
$438K +$123K +2,162 +39%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$434K +$4.97K +87 +1%
BF
363
BOK Financial
Oklahoma
$432K +$10.4K +182 +2%
EWM
364
Empirical Wealth Management
Washington
$431K +$107K +1,870 +33%
KA
365
Kintegral Advisory
New York
$429K – – –
AFP
366
Ausdal Financial Partners
Iowa
$421K +$114 +2 +0%
CI
367
Cigna Investments
Connecticut
$419K +$21.3K +400 +5%
GAM
368
Gotham Asset Management
New York
$415K -$216K -3,788 -34%
SCM
369
Stevens Capital Management
Pennsylvania
$413K +$413K +7,223 New
CIA
370
Capital Investment Advisors
Georgia
$411K -$38.4K -672 -9%
SL
371
Signition LP
New York
$410K +$105K +1,847 +35%
TAM
372
Tiverton Asset Management
Delaware
$407K +$54.6K +955 +16%
GH
373
GAM Holding
Switzerland
$407K +$407K +7,116 New
Jane Street
374
Jane Street
New York
$406K +$162K +2,836 +66%
AWM
375
AE Wealth Management
Kansas
$405K +$3.03K +53 +0.8%
13 14
15
16 17