PFG icon

Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
ZP
3
Zimmer Partners
New York
$28.7M
4
KBC Group
4
KBC Group
Belgium
$29.9M
5
DZ Bank
5
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
1
Invesco
Georgia
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$16K -$580 -14 -4%
HWA
477
HHM Wealth Advisors
Tennessee
$16K – – –
VRM
478
Vectors Research Management
New York
$16K +$5.17K +127 +48%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$16K +$6.79K +165 +74%
SWM
480
Sugarloaf Wealth Management
Georgia
$15K – – –
NNP
481
Nachman Norwood & Parrott
South Carolina
$15K +$15K +371 New
AIM
482
Anchor Investment Management
South Carolina
$14.7K – – –
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
CCM
484
Chiron Capital Management
Florida
$14K +$14K +353 New
HWM
485
HighMark Wealth Management
Minnesota
$12K – – –
TCM
486
Tradewinds Capital Management
Washington
$12K – – –
TSW
487
Thompson Siegel & Walmsley
Virginia
$12K – – –
AP
488
Atwood & Palmer
Missouri
$12K – – –
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$78 +2 +0.7%
HF
490
Halpern Financial
Virginia
$11.9K – – –
MA
491
MCF Advisors
Kentucky
$11K – – –
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
HRC
493
Hoertkorn Richard Charles
$11K – – –
PK
494
Pflug Koory
Nebraska
$11K – – –
VNA
495
Valley National Advisers
Pennsylvania
$11K +$158 +4 +1%
HFS
496
Horizon Financial Services
North Carolina
$11K +$11K +269 New
HCP
497
Hexagon Capital Partners
Arkansas
$11K +$11K +300 New
GEA
498
Glen Eagle Advisors
New Jersey
$10.9K +$4.03K +100 +59%
AWA
499
Arkadios Wealth Advisors
Georgia
$10.3K -$206 -5 -2%
AW
500
Alpha Windward
Massachusetts
$10K -$5.49K -135 -35%
18 19
20
21 22