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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 %
LS
501
Leelyn Smith
Illinois
$10K 234 – –
APWA
502
Atlas Private Wealth Advisors
New Jersey
$10K 239 +239 New
FP
503
Financial Perspectives
Minnesota
$9.89K 238 – –
MFT
504
Moisand Fitzgerald Tamayo
Florida
$9K 210 – –
SIM
505
Sonora Investment Management
Arizona
$9K 213 – –
HI
506
Human Investing
Oregon
$9K 225 – –
TC
507
Truvestments Capital
Florida
$9K 235 – –
SA
508
SRH Advisors
Kansas
$9K 211 – –
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$9K 224 +224 New
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.31K 200 -3,232 -94%
LC
511
Lindbrook Capital
California
$8K 192 -300 -61%
CFGS
512
Concourse Financial Group Securities
Alabama
$8K 197 – –
CTB
513
Country Trust Bank
Illinois
$8K 184 – –
ST
514
Smithfield Trust
Pennsylvania
$8K 190 +190 New
BFIM
515
Beese Fulmer Investment Management
Ohio
$8K 200 +200 New
TFA
516
Toth Financial Advisory
Virginia
$8K 200 +200 New
GEA
517
Glen Eagle Advisors
New Jersey
$7.06K 170 – –
HPC
518
HM Payson & Co
Maine
$7K 180 – –
SSB
519
Sandy Spring Bank
Maryland
$7K 180 – –
MAM
520
Marquette Asset Management
Minnesota
$7K 168 – –
VCM
521
Versant Capital Management
Arizona
$7K 191 – –
PO
522
Private Ocean
California
$6K 159 – –
WT
523
Whittier Trust
California
$6K 139 – –
DAM
524
Delta Asset Management
Tennessee
$6K 151 – –
LWM
525
Lenox Wealth Management
Ohio
$6K 148 +2 +1%
19 20
21
22 23