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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 %
WB
426
WesBanco Bank
West Virginia
$222K – – –
IAM
427
Integre Asset Management
New York
$220K – – –
GCP
428
GSA Capital Partners
United Kingdom
$219K -$466K -8,462 -68%
9WM
429
9258 Wealth Management
Ohio
$218K +$218K +3,965 New
CFG
430
Citizens Financial Group
Rhode Island
$216K +$769 +14 +0.4%
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$216K +$216K +3,935 New
BAM
432
Belpointe Asset Management
Nevada
$214K +$42.6K +772 +25%
UIA
433
UBP Investment Advisors
Switzerland
$214K +$214K +3,888 New
TSS
434
Two Sigma Securities
New York
$214K +$214K +3,893 New
RA
435
RFG Advisory
Alabama
$209K +$209K +3,798 New
RFC
436
Regions Financial Corp
Alabama
$207K – – –
HAG
437
HighPoint Advisor Group
Illinois
$206K +$2.77K +50 +1%
IFAM
438
Institutional & Family Asset Management
Colorado
$203K – – –
GIA
439
Gateway Investment Advisers
Ohio
$202K -$18.8K -341 -9%
RIM
440
Rampart Investment Management
Connecticut
$171K +$7.25K +132 +4%
MIFH
441
Migdal Insurance & Financial Holdings
Israel
$164K +$10.6K +193 +7%
JCM
442
Jacobi Capital Management
Pennsylvania
$150K +$165 +3 +0.1%
NIT
443
NumerixS Investment Technologies
British Columbia, Canada
$149K -$325K -5,900 -69%
AssetMark Inc
444
AssetMark Inc
California
$142K -$118K -2,145 -45%
S
445
SignatureFD
Georgia
$138K -$7.48K -136 -5%
IUHSA
446
Itau Unibanco Holding S.A.
Brazil
$138K +$138K +2,512 New
VIM
447
Veritas Investment Management
United Kingdom
$137K – – –
TFGT
448
TS Financial Group (TSFG)
Illinois
$136K – – –
BCA
449
Berman Capital Advisors
Georgia
$136K – – –
FWM
450
Focused Wealth Management
New York
$135K +$5.51K +100 +4%
16 17
18
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