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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
426
Quest Investment Management
Oregon
$263K – – –
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$261K +$12.8K +223 +5%
QT
428
Quantbot Technologies
New York
$258K +$258K +4,516 New
AIP
429
Ameritas Investment Partners
Nebraska
$257K – – –
GT
430
Greenleaf Trust
Michigan
$247K +$8.75K +153 +4%
PCM
431
Poehling Capital Management
Wisconsin
$246K -$12K -210 -5%
LCM
432
Landscape Capital Management
New Jersey
$244K -$994K -17,387 -80%
ASN
433
Advisory Services Network
Georgia
$244K – – –
SFS
434
Sowell Financial Services
Arkansas
$243K +$243K +4,253 New
IRF
435
IBM Retirement Fund
New York
$242K -$3.2K -56 -1%
BCI
436
Brinker Capital Investments
Pennsylvania
$242K +$6.29K +110 +3%
CIBC World Market
437
CIBC World Market
Ontario, Canada
$241K -$364K -6,377 -60%
SF
438
Synovus Financial
Georgia
$233K +$5.73K +100 +3%
FDS
439
Freedom Day Solutions
Texas
$231K -$41K -716 -15%
WB
440
WesBanco Bank
West Virginia
$230K +$19.4K +340 +9%
GIA
441
Gateway Investment Advisers
Ohio
$229K -$414K -7,246 -64%
IAM
442
Integre Asset Management
New York
$229K -$57.3K -1,000 -20%
CFG
443
Citizens Financial Group
Rhode Island
$224K -$137K -2,397 -38%
CC
444
ClearArc Capital
Ohio
$223K +$228 +4 +0.1%
SCA
445
Stonebridge Capital Advisors
Minnesota
$220K +$7.7K +135 +4%
WAM
446
Wakefield Asset Management
Colorado
$220K +$220K +3,856 New
William Blair & Company
447
William Blair & Company
Illinois
$216K +$216K +3,784 New
DIM
448
Delta Investment Management
California
$215K -$32.3K -566 -13%
RFC
449
Regions Financial Corp
Alabama
$215K +$7.2K +126 +3%
Verition Fund Management
450
Verition Fund Management
Connecticut
$214K -$77K -1,347 -26%
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