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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 %
IA
376
IFP Advisors
Florida
$395K +$395K +6,898 New
SPIA
377
Steward Partners Investment Advisory
New York
$393K -$12.9K -225 -3%
TRCT
378
Tower Research Capital (TRC)
New York
$392K +$366K +6,399 +1,422%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
MML Investors Services
380
MML Investors Services
Massachusetts
$372K -$99.2K -1,736 -21%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$362K +$286 +5 +0.1%
WPW
382
Waldron Private Wealth
Pennsylvania
$361K +$361K +6,332 New
GC
383
Grimes & Company
Massachusetts
$360K -$453K -7,921 -56%
BAMF
384
BI Asset Management Fondsmaeglerselskab
Denmark
$356K -$25K -437 -7%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$350K +$40.9K +715 +13%
Teacher Retirement System of Texas
386
Teacher Retirement System of Texas
Texas
$348K +$348K +6,094 New
FAAS
387
First Allied Advisory Services
California
$347K -$44.9K -773 -11%
MIH
388
Meitav Investment House
Israel
$342K +$342K +6,016 New
JIC
389
Johnson Investment Counsel
Ohio
$338K +$15K +262 +5%
PCMC
390
Paragon Capital Management (Colorado)
Colorado
$337K -$8.8K -154 -3%
V
391
Veritable
Delaware
$336K +$9.14K +160 +3%
Susquehanna International Group
392
Susquehanna International Group
Pennsylvania
$336K +$336K +5,888 New
HWA
393
Heritage Wealth Advisors
Virginia
$334K +$334K +5,853 New
NIM
394
NuWave Investment Management
New Jersey
$333K +$320K +5,605 +2,375%
CL
395
Choreo LLC
Illinois
$331K -$22.2K -388 -6%
WS
396
Wedbush Securities
California
$331K +$87.2K +1,526 +36%
SCA
397
Sage Capital Advisors
South Dakota
$329K +$457 +8 +0.1%
ECM
398
ETrade Capital Management
Virginia
$327K +$2.63K +46 +0.8%
MAG
399
Mokosak Advisory Group
Iowa
$327K +$327K +5,715 New
O
400
Ossiam
France
$322K -$43.1K -754 -12%
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16
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