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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
426
City Holding Co
West Virginia
$74K 1,775 – –
RE
427
RBC Europe
United Kingdom
$65.4K 1,574 – –
VFA
428
Valeo Financial Advisors
Indiana
$65K 1,571 +34 +2%
TPCW
429
TD Private Client Wealth
New York
$62K 1,493 -298 -17%
CIA
430
CSat Investment Advisory
Michigan
$62K 1,511 +400 +36%
CTC
431
Central Trust Company
Missouri
$61K 1,468 – –
JFA
432
JNBA Financial Advisors
Minnesota
$60K 1,456 – –
LTI
433
Laffer Tengler Investments
Tennessee
$57.8K 1,392 +1,392 New
PI
434
PineBridge Investments
New York
$54K 1,306 -38 -3%
SCM
435
Silvant Capital Management
Georgia
$54K 1,297 – –
SF
436
Synovus Financial
Georgia
$53K 1,268 -764 -38%
PA
437
Parallel Advisors
California
$52K 1,268 -486 -28%
SIA
438
Sit Investment Associates
Minnesota
$45K 1,072 – –
CLOS
439
Compagnie Lombard Odier SCmA
Switzerland
$45K 1,090 – –
TPWA
440
TRUE Private Wealth Advisors
Oregon
$43K 1,039 +3 +0.3%
PAI
441
Pittenger & Anderson Inc
Nebraska
$42K 1,019 – –
TWA
442
TCI Wealth Advisors
Arizona
$42K 1,002 +63 +7%
PMFA
443
Plante Moran Financial Advisors
Michigan
$41K 977 – –
PB
444
Pinnacle Bancorp
Nebraska
$40K 951 -320 -25%
FFC
445
First Financial Corp
Indiana
$40K 955 – –
MCM
446
Manchester Capital Management
Vermont
$40K 960 – –
TAIM
447
TD Ameritrade Investment Management
Nebraska
$38K 921 +43 +5%
PCG
448
Private Capital Group
Connecticut
$37K 890 – –
TF
449
Tompkins Financial
New York
$35K 835 – –
M
450
MOTCO
Texas
$33K 785 – –
16 17
18
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