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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 %
KA
351
Kintegral Advisory
New York
$413K 7,509 – –
AAM
352
American Asset Management
Florida
$410K 7,457 -300 -4%
MYAM
353
Meiji Yasuda Asset Management
Japan
$409K 7,437 -6,590 -47%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$404K 7,332 -265 -3%
AFP
355
Ausdal Financial Partners
Iowa
$401K 7,364 +3 +0%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$398K 7,141 +1,776 +33%
CIA
357
Capital Investment Advisors
Georgia
$392K 7,127 -69 -1%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$380K 6,008 – –
GAM
359
Gotham Asset Management
New York
$379K 6,888 -376 -5%
SPIA
360
Steward Partners Investment Advisory
New York
$377K 6,871 -9 -0.1%
CI
361
Cigna Investments
Connecticut
$374K 7,079 -773 -10%
BF
362
BOK Financial
Oklahoma
$364K 6,626 -942 -12%
MML Investors Services
363
MML Investors Services
Massachusetts
$361K 6,567 +57 +0.9%
GHA
364
GW Henssler & Associates
Georgia
$360K 6,547 +1,147 +21%
WS
365
Wedbush Securities
California
$358K 6,514 +719 +12%
FAAS
366
First Allied Advisory Services
California
$353K 6,319 +342 +6%
TC
367
TownSquare Capital
Utah
$352K 6,398 -2,648 -29%
WPW
368
Waldron Private Wealth
Pennsylvania
$348K 6,332 – –
GC
369
Grimes & Company
Massachusetts
$346K 6,281 -11 -0.2%
IA
370
IFP Advisors
Florida
$345K 6,312 -586 -8%
MAG
371
Mokosak Advisory Group
Iowa
$343K 6,237 +522 +9%
GP
372
Girard Partners
Pennsylvania
$338K 6,159 -3,145 -34%
KRSITF
373
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$336K 6,117 – –
BAM
374
Blueshift Asset Management
New Jersey
$335K 6,086 +6,086 New
MIH
375
Meitav Investment House
Israel
$331K 6,016 – –
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15
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