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Principal Financial Group

569 hedge funds and large institutions have $8.1B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $6.09B → $8.1B (+$2.01B)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 188

1% more funds holding

Funds holding: 564569 (+5)

0.55% more ownership

Funds ownership: 70.7%71.25% (+0.55%)

0% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $15.7M

Holders
569
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
190
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$45.1M +$310K +8,500 +0.8%
Ameriprise
27
Ameriprise
Minnesota
$42.4M +$417K +11,432 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$41.4M -$1.97M -53,997 -5%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$41.3M +$29.2M +800,483 +415%
Bank of America
30
Bank of America
North Carolina
$36.9M +$5.7M +156,236 +21%
ORIO
31
Old Republic International (ORI)
Illinois
$35.6M
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$34.8M -$10.6M -291,731 -26%
Axa
33
Axa
France
$31.4M +$23.2M +636,322 +531%
Prudential Financial
34
Prudential Financial
New Jersey
$30.7M +$5.51M +151,111 +26%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$30.6M +$11.6M +318,619 +76%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$29.9M +$15.6M +426,936 +146%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$29.7M -$2.95M -80,836 -10%
BCM
38
Bridgeway Capital Management
Texas
$27.3M -$2.52M -69,000 -9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$26.2M +$105K +2,883 +0.5%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$25.1M -$1.71M -46,800 -7%
WCM
41
Wedge Capital Management
North Carolina
$24.2M -$908K -24,893 -4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$24M -$1.51M -41,288 -7%
Deutsche Bank
43
Deutsche Bank
Germany
$22.8M -$9.47M -259,700 -32%
CS
44
Credit Suisse
Switzerland
$22.6M -$1.69M -46,283 -8%
LSV Asset Management
45
LSV Asset Management
Illinois
$22.5M -$1.53M -41,895 -7%
PCM
46
Prana Capital Management
Connecticut
$21.8M -$1.04M -28,587 -5%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$21.1M +$988K +27,073 +6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$21M +$144K +3,948 +0.8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$20.8M -$588K -16,128 -3%
JP Morgan Chase
50
JP Morgan Chase
New York
$20.7M -$34.3M -939,062 -65%

PFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2020, worth a combined $8.1B — up 33% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PFG positions and 68 closed out — a net gain of 9 holders — while 190 added to existing stakes and 188 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was Capital Research Global Investors, cutting an estimated $59.3M.

  • 569 institutional investors held Principal Financial Group (PFG) as of Q2 2020, up from 564 in Q1 2020.
  • Funds reported $8.1B of Principal Financial Group stock for Q2 2020, up 33% quarter-over-quarter.
  • 77 funds opened new Principal Financial Group positions in Q2 2020 and 68 closed out, a net change of +9 holders.
  • The largest Principal Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $48.7M added.
  • The largest Principal Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2020.