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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 %
AFP
351
Ausdal Financial Partners
Iowa
$306K +$125 +3 +0%
AA
352
AlphaCentric Advisors
Puerto Rico
$304K +$304K +7,308 New
EHWM
353
Eads & Heald Wealth Management
Georgia
$294K -$66.8K -1,605 -19%
TAM
354
Todd Asset Management
Kentucky
$290K +$290K +6,981 New
IA
355
IFG Advisory
Georgia
$286K -$99.5K -2,400 -26%
WS
356
Wedbush Securities
California
$281K -$4.85K -117 -2%
SG Americas Securities
357
SG Americas Securities
New York
$278K -$2.59M -62,440 -90%
MYAM
358
Meiji Yasuda Asset Management
Japan
$277K +$277K +6,657 New
MML Investors Services
359
MML Investors Services
Massachusetts
$276K -$10.3K -247 -4%
AQR Capital Management
360
AQR Capital Management
Connecticut
$273K -$557K -13,824 -67%
CCG
361
Cypress Capital Group
Florida
$272K +$272K +6,545 New
WPW
362
Waldron Private Wealth
Pennsylvania
$269K +$269K +6,490 New
IRF
363
IBM Retirement Fund
New York
$264K -$3.16K -76 -1%
MCP
364
Martin Capital Partners
Oregon
$264K -$2.86K -69 -1%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$260K -$64.9K -1,564 -20%
MAG
366
Mokosak Advisory Group
Iowa
$260K +$260K +6,258 New
O
367
Ossiam
France
$260K +$260K +6,263 New
Twin Tree Management
368
Twin Tree Management
Texas
$258K +$248K +5,974 +2,438%
CG
369
Cutler Group
California
$256K +$236K +5,700 +1,213%
Neuberger Berman Group
370
Neuberger Berman Group
New York
$249K -$11.6K -288 -4%
CIA
371
Capital Investment Advisors
Georgia
$249K +$249K +5,994 New
HI
372
Horizon Investments
North Carolina
$247K +$247K +5,942 New
IPW
373
Inlet Private Wealth
Florida
$241K +$241K +5,800 New
UIA
374
UBP Investment Advisors
Switzerland
$239K +$239K +5,744 New
CL
375
Choreo LLC
Illinois
$236K +$236K +5,677 New
13 14
15
16 17