PFG icon

Principal Financial Group

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Shares
Change %
TH
401
TCTC Holdings
Texas
$113K
Twin Tree Management
402
Twin Tree Management
Texas
$105K -$146K -3,617 -58%
AF
403
Allworth Financial
California
$104K +$16.1K +401 +18%
TFGT
404
TS Financial Group (TSFG)
Illinois
$100K
FWM
405
Focused Wealth Management
New York
$99K
Capstone Investment Advisors
406
Capstone Investment Advisors
New York
$94K +$94K +2,324 New
OIA
407
Optimum Investment Advisors
Illinois
$91K
PCM
408
Penserra Capital Management
California
$90K -$781K -19,577 -90%
FA
409
Fortis Advisors
Pennsylvania
$83K
QCG
410
Quadrant Capital Group
Ohio
$81K -$2.46K -61 -3%
CA
411
Clearstead Advisors
Ohio
$80K -$13.6K -340 -15%
DOA
412
D'Orazio & Associates
Virginia
$80K
S
413
SignatureFD
Georgia
$78K -$1.26K -31 -2%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$77.5K
BC
415
Bartlett & Co
Ohio
$77K
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$76K +$63.8K +1,584 +521%
FC
417
FORA Capital
Florida
$76K +$76K +1,890 New
AF
418
Advisornet Financial
Minnesota
$72K -$9.39K -233 -12%
CHC
419
City Holding Co
West Virginia
$71K
FMT
420
First Mercantile Trust
Tennessee
$70K -$15.6K -329 -18%
VFA
421
Valeo Financial Advisors
Indiana
$69K +$6.01K +150 +10%
EI
422
Ellevest Inc
New York
$68K +$38.1K +948 +128%
CIA
423
CSat Investment Advisory
Michigan
$66K +$4.97K +123 +8%
RE
424
RBC Europe
United Kingdom
$63.4K
OSNBOA
425
Old Second National Bank of Aurora
Illinois
$63K -$60.2K -1,500 -49%