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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 %
AF
426
Allworth Financial
California
$164K +$35.3K +710 +27%
AIM
427
Acropolis Investment Management
Missouri
$159K +$159K +3,198 New
BCA
428
Berman Capital Advisors
Georgia
$158K +$9.39K +190 +6%
SSC
429
Syverson Strege & Co
Iowa
$153K +$153K +3,080 New
NICM
430
Neo Ivy Capital Management
New York
$152K -$400K -8,087 -72%
ASN
431
Advisory Services Network
Georgia
$151K -$51.3K -1,037 -25%
SFS
432
Sowell Financial Services
Arkansas
$149K -$269K -5,404 -64%
CWP
433
Concord Wealth Partners
Virginia
$149K +$149K +3,000 New
JCM
434
Jacobi Capital Management
Pennsylvania
$143K +$248 +5 +0.2%
TH
435
TCTC Holdings
Texas
$139K – – –
CFB
436
Cullen/Frost Bankers
Texas
$136K -$3.58K -72 -3%
EI
437
Ellevest Inc
New York
$133K +$49.3K +995 +59%
PMFA
438
Plante Moran Financial Advisors
Michigan
$125K +$76.6K +1,548 +158%
TFGT
439
TS Financial Group (TSFG)
Illinois
$123K – – –
FWM
440
Focused Wealth Management
New York
$122K – – –
S
441
SignatureFD
Georgia
$107K +$11.8K +239 +12%
NIM
442
NuWave Investment Management
New Jersey
$105K +$100K +2,016 +2,057%
OIA
443
Optimum Investment Advisors
Illinois
$102K -$10.9K -219 -10%
FA
444
Fortis Advisors
Pennsylvania
$102K – – –
QCG
445
Quadrant Capital Group
Ohio
$100K -$50 -1 -0%
CA
446
Clearstead Advisors
Ohio
$99K – – –
AF
447
Advisornet Financial
Minnesota
$99K +$10.6K +214 +12%
DOA
448
D'Orazio & Associates
Virginia
$98K – – –
BCWM
449
Bartlett & Co Wealth Management
Ohio
$96.1K +$695 +14 +0.7%
BC
450
Bartlett & Co
Ohio
$96K +$693 +14 +0.7%
16 17
18
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