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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
476
Advisory Services Network
Georgia
$62K 1,122 -3,092 -73%
PI
477
PineBridge Investments
New York
$60K 1,082 -61,617 -98%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$60K 1,090 – –
SIA
479
Sit Investment Associates
Minnesota
$59K 1,072 – –
Capstone Investment Advisors
480
Capstone Investment Advisors
New York
$59K 1,064 +1,064 New
CIA
481
CSat Investment Advisory
Michigan
$58K 1,055 -8,935 -89%
TPWA
482
TRUE Private Wealth Advisors
Oregon
$57K 1,054 +1,054 New
PAI
483
Pittenger & Anderson Inc
Nebraska
$56K 1,019 -1,515 -60%
FGAM
484
Financial Gravity Asset Management
Texas
– – -12 Closed
PMFA
485
Plante Moran Financial Advisors
Michigan
$54K 977 – –
MCM
486
Manchester Capital Management
Vermont
$53K 960 – –
FFC
487
First Financial Corp
Indiana
$53K 955 – –
TAIM
488
TD Ameritrade Investment Management
Nebraska
$52K 953 +27 +3%
TPCW
489
TD Private Client Wealth
New York
$51.5K 937 +937 New
LC
490
Lindbrook Capital
California
$50K 915 – –
TF
491
Tompkins Financial
New York
$50K 917 +82 +10%
PCG
492
Private Capital Group
Connecticut
$48K 890 -126 -12%
M
493
MOTCO
Texas
$46K 832 -103 -11%
TWA
494
TCI Wealth Advisors
Arizona
$45K 815 – –
GLI
495
Guardian Life Insurance
New York
$42K 758 – –
PWP
496
Personal Wealth Partners
Minnesota
$42K 764 – –
TFS
497
TrustCore Financial Services
Tennessee
$41K 751 – –
RAM
498
Riggs Asset Management
Pennsylvania
$38K 693 – –
AWM
499
Avondale Wealth Management
Texas
$38K 700 – –
ZB
500
Zions Bancorporation
Utah
$37K 674 -47 -7%
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