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

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
351
HighPoint Advisor Group
Illinois
$378K +$378K +6,946 New
MCP
352
Martin Capital Partners
Oregon
$377K +$43.2K +871 +13%
NB
353
Norinchukin Bank
Japan
$374K -$744 -15 -0.2%
PAG
354
Private Advisor Group
New Jersey
$366K -$83.1K -1,678 -19%
LAM
355
Lingohr Asset Management
Germany
$366K -$6.15K -124 -2%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K +$32.2K +649 +10%
CCG
357
Cypress Capital Group
Florida
$361K -$94.5K -1,906 -21%
PAM
358
Palisade Asset Management
Minnesota
$360K – – –
EAM
359
Erste Asset Management
Austria
$348K +$348K +7,200 New
SM
360
Sciencast Management
New Jersey
$348K +$348K +6,774 New
SB
361
Sunflower Bank
Texas
$347K -$49.1K -991 -12%
FM
362
Foster & Motley
Ohio
$347K +$347K +6,997 New
RIG
363
Roosevelt Investment Group
New York
$339K -$36.4K -734 -10%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$339K – – –
SF
365
Synovus Financial
Georgia
$329K +$30K +616 +10%
IA
366
IFP Advisors
Florida
$326K -$52.8K -1,065 -14%
SFG
367
SevenBridge Financial Group
Pennsylvania
$325K +$325K +6,557 New
WPW
368
Waldron Private Wealth
Pennsylvania
$324K – – –
JSL
369
JT Stratford LLC
Georgia
$323K +$24.4K +493 +8%
AA
370
AlphaCentric Advisors
Puerto Rico
$315K -$24.8K -501 -7%
SP
371
Symmetry Partners
Connecticut
$314K +$596 +12 +0.2%
CAN
372
Cetera Advisor Networks
California
$313K -$184K -3,711 -37%
CCIA
373
Campbell & Co Investment Adviser
Maryland
$313K -$139K -2,800 -31%
MAG
374
Mokosak Advisory Group
Iowa
$304K +$943 +19 +0.3%
CCP
375
Corient Capital Partners
California
$303K -$254K -5,130 -46%
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15
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