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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
M
501
MOTCO
Texas
$53K 935 -19 -2%
TAIM
502
TD Ameritrade Investment Management
Nebraska
$53K 926 +169 +22%
LC
503
Lindbrook Capital
California
$52K 915 -43 -4%
TF
504
Tompkins Financial
New York
$48K 835 – –
TWA
505
TCI Wealth Advisors
Arizona
$47K 815 – –
PWP
506
Personal Wealth Partners
Minnesota
$44K 764 -120 -14%
TFS
507
TrustCore Financial Services
Tennessee
$43K 751 -137 -15%
GLI
508
Guardian Life Insurance
New York
$43K 758 +9 +1%
ZB
509
Zions Bancorporation
Utah
$41K 721 – –
AWM
510
Avondale Wealth Management
Texas
$40K 700 – –
HIM
511
Hillsdale Investment Management
Ontario, Canada
$40K 700 +700 New
RAM
512
Riggs Asset Management
Pennsylvania
$39K 693 – –
GRP
513
Global Retirement Partners
California
$38K 660 – –
First Manhattan
514
First Manhattan
New York
$36K 647 -38 -6%
VEA
515
Virtus ETF Advisers
New York
$34K 602 – –
SWA
516
Sutton Wealth Advisors
Florida
$33.7K 590 – –
HCM
517
Hilton Capital Management
New York
$33K 586 – –
TC
518
Truvestments Capital
Florida
$32K 565 +6 +1%
SV
519
Stilwell Value
New York
$31K 547 – –
FHA
520
First Horizon Advisors
Tennessee
$29K 517 -4 -0.8%
CAC
521
Certified Advisory Corp
Florida
$29K 500 +2 +0.4%
AIM
522
Anchor Investment Management
South Carolina
$28.6K 500 – –
CG
523
Cutler Group
California
$27K 484 -240 -33%
AWM
524
Avior Wealth Management
Nebraska
$27K 478 – –
LMAM
525
Legg Mason Asset Management
Japan
$27K 456 +20 +5%
19 20
21
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