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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 %
CBT
401
Capital Bank & Trust
California
$268K -$8.08K -147 -3%
BCV
402
Banque Cantonale Vaudoise
Switzerland
$267K +$267K +4,855 New
Federated Hermes
403
Federated Hermes
Pennsylvania
$265K +$109K +1,970 +69%
NIM
404
NuWave Investment Management
New Jersey
$264K -$57.3K -1,042 -18%
SWM
405
SeaCrest Wealth Management
New York
$255K -$4.96K -90 -2%
AIP
406
Ameritas Investment Partners
Nebraska
$254K +$7.62K +139 +3%
QIM
407
Quest Investment Management
Oregon
$253K – – –
RWA
408
Ropes Wealth Advisors
Massachusetts
$252K -$4.85K -88 -2%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$252K +$1.48K +27 +0.6%
SCA
410
Stonebridge Capital Advisors
Minnesota
$251K +$38.6K +700 +18%
FDS
411
Freedom Day Solutions
Texas
$250K +$28K +509 +13%
PAG
412
Private Advisor Group
New Jersey
$247K -$10.7K -194 -4%
VI
413
Vestcor Inc
New Brunswick, Canada
$246K +$246K +4,478 New
FNT
414
First National Trust
Pennsylvania
$244K -$38.6K -704 -14%
GT
415
Greenleaf Trust
Michigan
$239K +$1.1K +20 +0.5%
PIA
416
Powell Investment Advisors
Florida
$239K +$239K +4,340 New
PCM
417
Poehling Capital Management
Wisconsin
$237K – – –
PTC
418
Petrus Trust Company
Texas
$236K +$236K +4,292 New
BCM
419
BlueCrest Capital Management
Jersey
$234K +$234K +4,251 New
RIA
420
Realta Investment Advisors
Delaware
$233K +$79.9K +1,453 +52%
BCI
421
Brinker Capital Investments
Pennsylvania
$232K -$385 -7 -0.2%
SF
422
Synovus Financial
Georgia
$229K +$4.42K +80 +2%
FWCM
423
Ferguson Wellman Capital Management
Oregon
$228K -$78K -1,420 -25%
RPWA
424
Regent Peak Wealth Advisors
Georgia
$226K +$226K +4,117 New
IRF
425
IBM Retirement Fund
New York
$222K -$11.1K -202 -5%
15 16
17
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