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Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
ZP
3
Zimmer Partners
New York
$28.7M
4
KBC Group
4
KBC Group
Belgium
$29.9M
5
DZ Bank
5
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
1
Invesco
Georgia
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
451
TD Private Client Wealth
New York
$32.3K -$27.8K -691 -46%
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$6.42K +160 +25%
TFS
453
TrustCore Financial Services
Tennessee
$30K – – –
WT
454
Washington Trust
Rhode Island
$30K – – –
APA
455
American Portfolios Advisors
New York
$30K +$14.3K +355 +91%
PFS
456
Prospera Financial Services
Texas
$28K +$28K +688 New
CYG
457
Clean Yield Group
Vermont
$27K +$21.5K +525 +392%
SWA
458
Sutton Wealth Advisors
Florida
$26.9K – – –
MAM
459
Meeder Asset Management
Ohio
$26K +$9.04K +227 +53%
FCB
460
First Command Bank
Texas
$25K +$10.5K +263 +72%
FCFS
461
First Command Financial Services
Texas
$25K +$10.5K +263 +72%
CFA
462
Carroll Financial Associates
North Carolina
$22K – – –
SV
463
Stilwell Value
New York
$22K – – –
TFO
464
Tarbox Family Office
California
$21K – – –
RWA
465
Ropes Wealth Advisors
Massachusetts
$21K – – –
FHA
466
First Horizon Advisors
Tennessee
$21K +$40 +1 +0.2%
GAM
467
Gemmer Asset Management
California
$20K – – –
EP
468
Eudaimonia Partners
Tennessee
$20K +$20K +503 New
WEC
469
Winslow Evans & Crocker
Massachusetts
$18K – – –
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
AAP
471
Arax Advisory Partners
Colorado
$18K +$276 +7 +2%
FGA
472
Fortis Group Advisors
New Jersey
$18K +$18K +458 New
LWM
473
Liberty Wealth Management
California
$17K +$81 +2 +0.5%
WAS
474
Winch Advisory Services
Wisconsin
$17K +$236 +6 +1%
MG
475
MilWealth Group
Wisconsin
$16.5K – – –
17 18
19
20 21