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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
401
Quadrature Capital
United Kingdom
$230K +$230K +4,644 New
Vontobel Holding
402
Vontobel Holding
Switzerland
$229K +$229K +4,232 New
V
403
Veritable
Delaware
$229K +$229K +4,611 New
QI
404
Qtron Investments
Massachusetts
$228K +$228K +4,587 New
SCA
405
Stonebridge Capital Advisors
Minnesota
$228K +$228K +4,589 New
LB
406
Legacy Bridge
Iowa
$227K – – –
SFO
407
Standard Family Office
South Dakota
$225K +$225K +4,543 New
DT
408
Diversified Trust
Tennessee
$224K +$224K +4,517 New
TCM
409
Teza Capital Management
Illinois
$219K +$219K +4,408 New
MSRPS
410
Maryland State Retirement & Pension System
Maryland
$217K +$217K +4,400 New
SNB
411
Security National Bank
Nebraska
$211K +$211K +4,257 New
PHK
412
Point72 Hong Kong
Hong Kong
$210K +$210K +4,234 New
HS
413
Haafor (Singapore)
Singapore
$209K +$209K +4,217 New
LPIC
414
LeJeune Puetz Investment Counsel
Michigan
$205K +$205K +4,125 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$203K -$14.6K -294 -7%
WS
416
Wedbush Securities
California
$203K +$203K +4,098 New
4WM
417
44 Wealth Management
Oregon
$201K +$201K +4,048 New
AIP
418
Ameritas Investment Partners
Nebraska
$194K -$33.7K -680 -15%
QT
419
Quantbot Technologies
New York
$192K -$192K -3,876 -50%
IA
420
IndexIQ Advisors
New York
$190K +$190K +3,829 New
IFAM
421
Institutional & Family Asset Management
Colorado
$183K – – –
LIM
422
Longfellow Investment Management
Massachusetts
$176K +$176K +3,542 New
IHWM
423
Iron Horse Wealth Management
Iowa
$176K +$176K +3,554 New
FCA
424
FinTrust Capital Advisors
South Carolina
$172K +$38.5K +778 +29%
FTDI
425
First Trust Direct Indexing
Massachusetts
$170K +$170K +3,425 New
15 16
17
18 19