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Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
376
Banque Cantonale Vaudoise
Switzerland
$152K – – –
DCM
377
Dupont Capital Management
Delaware
$144K -$111K -3,544 -44%
LB
378
Legacy Bridge
Iowa
$143K -$107K -3,430 -43%
AIP
379
Ameritas Investment Partners
Nebraska
$143K -$1.12K -36 -0.8%
SCA
380
Stonebridge Capital Advisors
Minnesota
$143K – – –
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$132K -$52.3K -1,673 -28%
IFAM
382
Institutional & Family Asset Management
Colorado
$116K – – –
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$114K -$29.5K -942 -21%
PHK
384
Point72 Hong Kong
Hong Kong
$114K +$114K +3,639 New
CFG
385
Citizens Financial Group
Rhode Island
$113K -$11.2K -355 -9%
AF
386
Allworth Financial
California
$109K +$41K +1,309 +60%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$163K -5,144 -60%
Federated Hermes
388
Federated Hermes
Pennsylvania
$100K -$51.2K -1,628 -34%
JCM
389
Jacobi Capital Management
Pennsylvania
$85K +$187 +6 +0.2%
BCA
390
Berman Capital Advisors
Georgia
$80K +$2.85K +92 +4%
TFGT
391
TS Financial Group (TSFG)
Illinois
$78K – – –
FWM
392
Focused Wealth Management
New York
$77K – – –
CA
393
Clearstead Advisors
Ohio
$76K +$76K +2,435 New
Simplex Trading
394
Simplex Trading
Illinois
$68K +$68K +2,199 New
SF
395
Synovus Financial
Georgia
$64K -$66.5K -2,112 -51%
S
396
SignatureFD
Georgia
$64K -$15K -477 -19%
FA
397
Fortis Advisors
Pennsylvania
$64K – – –
RIM
398
Rampart Investment Management
Connecticut
$62K -$35.1K -1,125 -36%
DOA
399
D'Orazio & Associates
Virginia
$62K – – –
MIFH
400
Migdal Insurance & Financial Holdings
Israel
$61K -$32.6K -1,040 -35%
14 15
16
17 18