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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
PCM
3
Prana Capital Management
Connecticut
$20.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$37M
5
Ameriprise
5
Ameriprise
Minnesota
$172M

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 Holding Trade Value Shares
Change 		Shares
Change %
BFM
376
Boothbay Fund Management
New York
$331K +$331K +6,020 New
DT
377
Diversified Trust
Tennessee
$326K +$326K +5,928 New
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$324K -$24.2K -440 -7%
WAM
379
Wolverine Asset Management
Illinois
$321K +$321K +5,837 New
PCMC
380
Paragon Capital Management (Colorado)
Colorado
$319K -$5.78K -105 -2%
SCA
381
Sage Capital Advisors
South Dakota
$317K +$384 +7 +0.1%
SFS
382
Sowell Financial Services
Arkansas
$316K +$82.2K +1,496 +35%
CANY
383
Caxton Associates (New York)
New York
$312K +$37.4K +679 +14%
V
384
Veritable
Delaware
$310K -$13.4K -244 -4%
CIM
385
Contravisory Investment Management
Massachusetts
$306K +$4.78K +87 +2%
PCS
386
Personal CFO Solutions
New Jersey
$305K -$53K -972 -15%
OIA
387
OneDigital Investment Advisors
Kansas
$304K -$2.58K -47 -0.8%
AWA
388
Arete Wealth Advisors
Illinois
$302K +$716 +13 +0.2%
VAG
389
VisionPoint Advisory Group
Texas
$299K -$267K -4,857 -47%
CL
390
Choreo LLC
Illinois
$298K -$20.6K -375 -6%
MFG
391
Magnus Financial Group
New York
$292K +$715 +13 +0.2%
PA
392
Profund Advisors
Maryland
$290K -$13.3K -242 -4%
Macquarie Group
393
Macquarie Group
Australia
$286K -$22K -400 -7%
BIM
394
Bridges Investment Management
Nebraska
$283K – – –
RIM
395
Redpoint Investment Management
Australia
$281K -$1.28M -23,232 -82%
JIC
396
Johnson Investment Counsel
Ohio
$280K -$45K -819 -14%
SC
397
Savant Capital
Illinois
$280K +$4.9K +89 +2%
CAS
398
Cascadia Advisory Services
Oregon
$277K +$277K +5,034 New
FSA
399
Financial Sense Advisors
California
$275K – – –
OC
400
Oppenheimer & Co
New York
$273K -$177K -3,208 -39%
14 15
16
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