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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
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

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 Market Value Shares Shares
Change 		Shares
Change %
HNB
451
Huntington National Bank
Ohio
$123K 2,247 +730 +48%
AF
452
Allworth Financial
California
$119K 2,170 +1,087 +100%
FA
453
Fortis Advisors
Pennsylvania
$113K 2,055 – –
QCG
454
Quadrant Capital Group
Ohio
$110K 2,162 -279 -11%
DOA
455
D'Orazio & Associates
Virginia
$109K 1,983 – –
BCWM
456
Bartlett & Co Wealth Management
Ohio
$106K 1,924 – –
OIA
457
Optimum Investment Advisors
Illinois
$103K 1,869 – –
CHC
458
City Holding Co
West Virginia
$98K 1,775 – –
FMT
459
First Mercantile Trust
Tennessee
$94K 1,700 +107 +7%
AF
460
Advisornet Financial
Minnesota
$91K 1,652 -373 -18%
APA
461
American Portfolios Advisors
New York
$89.5K 1,627 -417 -20%
VFA
462
Valeo Financial Advisors
Indiana
$88K 1,604 – –
RE
463
RBC Europe
United Kingdom
$86.6K 1,574 – –
PA
464
Parallel Advisors
California
$85K 1,543 -24 -2%
CTC
465
Central Trust Company
Missouri
$81K 1,468 – –
JFA
466
JNBA Financial Advisors
Minnesota
$80K 1,456 – –
PI
467
PEAK6 Investments
Illinois
$80K 1,461 +1,461 New
TRCT
468
Tower Research Capital (TRC)
New York
$79K 1,434 -5,415 -79%
O
469
Ossiam
France
$79K 1,437 -4,192 -74%
ONST
470
Old North State Trust
North Carolina
$77K 1,405 – –
SCM
471
Silvant Capital Management
Georgia
$71K 1,297 – –
PB
472
Pinnacle Bancorp
Nebraska
$70K 1,271 – –
VCM
473
Vigilant Capital Management
Maine
$69K 1,250 – –
Loomis, Sayles & Company
474
Loomis, Sayles & Company
Massachusetts
$66K 1,205 -8,991 -88%
Walleye Trading
475
Walleye Trading
New York
$63K 1,147 -3,764 -77%
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