PFG icon

Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
451
First Horizon Advisors
Tennessee
$16K +$31 +1 +0.2%
CAC
452
Certified Advisory Corp
Florida
$16K +$64 +2 +0.4%
LC
453
Lindbrook Capital
California
$15K -$12.9K -423 -46%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
GAM
455
Gemmer Asset Management
California
$15K +$5.6K +184 +60%
EIP
456
Ellis Investment Partners
Pennsylvania
$15K +$15K +554 New
LWCFA
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$4.51K -145 -24%
WEC
458
Winslow Evans & Crocker
Massachusetts
$14K – – –
AAP
459
Arax Advisory Partners
Colorado
$14K +$252 +8 +2%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$14K +$4.38K +135 +45%
CG
461
Cutler Group
California
$14K +$14K +470 New
LWM
462
Liberty Wealth Management
California
$13K +$62 +2 +0.5%
HWA
463
HHM Wealth Advisors
Tennessee
$13K +$13K +400 New
MG
464
MilWealth Group
Wisconsin
$12.8K – – –
AIM
465
Anchor Investment Management
South Carolina
$11.4K +$439 +14 +4%
ZB
466
Zions Bancorporation
Utah
$11K -$10.9K -336 -50%
FCFS
467
First Command Financial Services
Texas
$11K – – –
SWM
468
Sugarloaf Wealth Management
Georgia
$11K – – –
FCB
469
First Command Bank
Texas
$11K – – –
Rockefeller Capital Management
470
Rockefeller Capital Management
New York
$11K +$8.37K +277 +318%
VEA
471
Virtus ETF Advisers
New York
$10K -$5.16K -160 -34%
WAS
472
Winch Advisory Services
Wisconsin
$10K +$182 +6 +2%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$1.95K +62 +24%
BFC
474
Bedel Financial Consulting
Indiana
$10K +$10K +306 New
AWA
475
Arkadios Wealth Advisors
Georgia
$9.9K -$282 -9 -3%
17 18
19
20 21