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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
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
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Market Value Shares Shares
Change 		Shares
Change %
BL
476
Balentine LLC
Georgia
$17K 400 +283 +242%
APA
477
American Portfolios Advisors
New York
$16.2K 390 -365 -48%
AW
478
Alpha Windward
Massachusetts
$16K 381 +381 New
AIM
479
Anchor Investment Management
South Carolina
$15.1K 364 – –
FCB
480
First Command Bank
Texas
$15K 365 – –
SWM
481
Sugarloaf Wealth Management
Georgia
$15K 364 – –
FCFS
482
First Command Financial Services
Texas
$15K 365 – –
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K 339 -4,518 -93%
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
$13K 304 -60 -16%
AP
485
Atwood & Palmer
Missouri
$13K 302 – –
HWM
486
HighMark Wealth Management
Minnesota
$13K 310 – –
KPW
487
Kore Private Wealth
New York
$13K 319 +111 +53%
HF
488
Halpern Financial
Virginia
$12.3K 296 – –
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$12K 305 -13 -4%
TCM
490
Tradewinds Capital Management
Washington
$12K 300 – –
MA
491
MCF Advisors
Kentucky
$12K 284 – –
PK
492
Pflug Koory
Nebraska
$12K 285 – –
TSW
493
Thompson Siegel & Walmsley
Virginia
$12K 300 – –
OAJ
494
Ogorek Anthony Joseph
New York
$11K 271 -20 -7%
VRM
495
Vectors Research Management
New York
$11K 266 – –
HRC
496
Hoertkorn Richard Charles
$11K 272 – –
KTC
497
Kistler-Tiffany Companies
Pennsylvania
$11K 270 – –
LWA
498
Lenox Wealth Advisors
New York
$11K 259 – –
VNA
499
Valley National Advisers
Pennsylvania
$11K 275 +4 +1%
AWA
500
Arkadios Wealth Advisors
Georgia
$10.8K 254 -62 -20%
18 19
20
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