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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.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.4%
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 Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$31.9M 1,129,759 -118,620 -10%
Ameriprise
27
Ameriprise
Minnesota
$31.6M 1,008,624 -2,111,204 -68%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$29.1M 1,093,784 -14,461 -1%
CI
29
Conning Inc
Connecticut
$28.5M 908,527 +81,919 +10%
ORIO
30
Old Republic International (ORI)
Illinois
$26.8M 856,000 +191,000 +29%
First Trust Advisors
31
First Trust Advisors
Illinois
$26.7M 851,818 -176,136 -17%
Deutsche Bank
32
Deutsche Bank
Germany
$25.4M 809,169 +45,981 +6%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$25M 796,759 +15,495 +2%
Victory Capital Management
34
Victory Capital Management
Texas
$23.5M 748,566 +308,351 +70%
Bank of America
35
Bank of America
North Carolina
$23M 732,961 -424,964 -37%
BCM
36
Bridgeway Capital Management
Texas
$22.8M 726,350 +4,800 +0.7%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$20.4M 651,741 +98,694 +18%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$19.7M 628,342 -43,283 -6%
AA
39
ALPS Advisors
Colorado
$19.6M 625,002 -30,379 -5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$19.4M 618,000 +1,300 +0.2%
WCM
41
Wedge Capital Management
North Carolina
$19M 607,588 +59,781 +11%
CS
42
Credit Suisse
Switzerland
$18.5M 590,885 +60,308 +11%
Prudential Financial
43
Prudential Financial
New Jersey
$18.5M 588,884 -60,383 -9%
LSV Asset Management
44
LSV Asset Management
Illinois
$18.3M 583,495 -27,300 -4%
Morgan Stanley
45
Morgan Stanley
New York
$17.8M 568,500 -312,240 -35%
PCM
46
Prana Capital Management
Connecticut
$17.4M 553,993 +173,314 +46%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$16.3M 518,934 +41,660 +9%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$16.2M 515,687 +43,345 +9%
AllianceBernstein
49
AllianceBernstein
Tennessee
$15.7M 502,461 -13,282 -3%
Squarepoint
50
Squarepoint
New York
$15.7M 499,995 +456,206 +1,042%
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