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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 %
GAM
526
Gemmer Asset Management
California
$17K 309 -11 -3%
AP
527
Atwood & Palmer
Missouri
$17K 302 – –
TFA
528
Toth Financial Advisory
Virginia
$17K 318 +3 +1%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$17K 297 +18 +6%
TCM
530
Tradewinds Capital Management
Washington
$17K 300 +200 +200%
HWM
531
HighMark Wealth Management
Minnesota
$17K 310 +310 New
HF
532
Halpern Financial
Virginia
$16.3K 296 +296 New
OAJ
533
Ogorek Anthony Joseph
New York
$16K 291 – –
PK
534
Pflug Koory
Nebraska
$16K 285 – –
CFA
535
Carroll Financial Associates
North Carolina
$16K 300 – –
TSW
536
Thompson Siegel & Walmsley
Virginia
$16K 300 – –
MA
537
MCF Advisors
Kentucky
$16K 284 +284 New
KPW
538
Kore Private Wealth
New York
$16K 294 +294 New
KTC
539
Kistler-Tiffany Companies
Pennsylvania
$15K 270 – –
HRC
540
Hoertkorn Richard Charles
$15K 272 – –
RFM
541
Royal Fund Management
Florida
$15K 283 – –
VRM
542
Vectors Research Management
New York
$15K 266 – –
VNA
543
Valley National Advisers
Pennsylvania
$15K 266 +2 +0.8%
PCM
544
Penserra Capital Management
California
$15K 294 +99 +51%
GEA
545
Glen Eagle Advisors
New Jersey
$14.9K 270 -140 -34%
EW
546
Evoke Wealth
California
$14.3K 260 +1 +0.4%
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$14K 256 -16 -6%
LWA
548
Lenox Wealth Advisors
New York
$14K 259 – –
FP
549
Financial Perspectives
Minnesota
$13.1K 238 +238 New
AWM
550
Avior Wealth Management
Nebraska
$13K 239 -239 -50%
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