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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.

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 %
PWPS
451
Pinnacle Wealth Planning Services
Ohio
$91K +$91K +1,831 New
OIM
452
Oder Investment Management
California
$90K +$90K +1,800 New
CHC
453
City Holding Co
West Virginia
$89K +$1.24K +25 +1%
VFA
454
Valeo Financial Advisors
Indiana
$85K – – –
AWM
455
Accel Wealth Management
Iowa
$81K +$81K +1,639 New
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.1K +$78.1K +1,574 New
RE
457
RBC Europe
United Kingdom
$78.1K – – –
OSNBOA
458
Old Second National Bank of Aurora
Illinois
$78K – – –
IAIM
459
International Assets Investment Management
Florida
$78K +$78K +1,573 New
HNB
460
Huntington National Bank
Ohio
$74K -$5.26K -105 -7%
LTI
461
Laffer Tengler Investments
Tennessee
$67.9K – – –
PA
462
Parallel Advisors
California
$65K – – –
FMT
463
First Mercantile Trust
Tennessee
$64K -$9.14K -184 -13%
SCM
464
Silvant Capital Management
Georgia
$64K – – –
GLLW
465
Graves Light Lenhart Wealth
Virginia
$64K +$64K +1,300 New
FC
466
FORA Capital
Florida
$62K -$32.4K -649 -34%
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$54K – – –
CTC
468
Central Trust Company
Missouri
$53K -$4.96K -100 -9%
SIA
469
Sit Investment Associates
Minnesota
$53K – – –
MCM
470
Manchester Capital Management
Vermont
$52K +$3.95K +79 +8%
TPWA
471
TRUE Private Wealth Advisors
Oregon
$51K +$146 +3 +0.3%
RFA
472
Reilly Financial Advisors
California
$51K +$49.4K +1,000 +3,125%
CIA
473
CSat Investment Advisory
Michigan
$48K -$33.5K -672 -41%
PB
474
Pinnacle Bancorp
Nebraska
$47K – – –
FFC
475
First Financial Corp
Indiana
$47K – – –
17 18
19
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