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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 %
TI
501
tru Independence
Oregon
$37K 1,178 +1,178 New
GRP
502
Global Retirement Partners
California
$36K 660 – –
RA
503
Rational Advisors
New York
$35K 642 -484 -43%
GI
504
Gradient Investments
Minnesota
$35K 642 +629 +4,838%
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K 595 -550 -48%
WB
506
West Bancorporation
Iowa
$33K 595 +595 New
SWA
507
Sutton Wealth Advisors
Florida
$32.5K 590 – –
SV
508
Stilwell Value
New York
$30K 547 – –
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$29K 530 +530 New
FHA
510
First Horizon Advisors
Tennessee
$28K 518 +1 +0.2%
CAC
511
Certified Advisory Corp
Florida
$28K 501 +1 +0.2%
LMAM
512
Legg Mason Asset Management
Japan
$27K 476 +20 +4%
VEA
513
Virtus ETF Advisers
New York
$26K 470 -132 -22%
WEC
514
Winslow Evans & Crocker
Massachusetts
$26K 438 – –
AAP
515
Arax Advisory Partners
Colorado
$24K 436 +4 +0.9%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$23K 421 +1 +0.2%
LWM
517
Liberty Wealth Management
California
$23K 415 +2 +0.5%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$23K 412 +412 New
MG
519
MilWealth Group
Wisconsin
$22.6K 410 – –
FCFS
520
First Command Financial Services
Texas
$20K 365 – –
FCB
521
First Command Bank
Texas
$20K 365 – –
SWM
522
Sugarloaf Wealth Management
Georgia
$20K 364 +364 New
AIM
523
Anchor Investment Management
South Carolina
$19.3K 350 -150 -30%
AWA
524
Arkadios Wealth Advisors
Georgia
$18.2K 325 +325 New
WAS
525
Winch Advisory Services
Wisconsin
$18K 323 +3 +0.9%
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