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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 %
TFO
551
Tarbox Family Office
California
$12K 213 -27 -11%
MFT
552
Moisand Fitzgerald Tamayo
Florida
$12K 210 – –
HI
553
Human Investing
Oregon
$12K 225 – –
SA
554
SRH Advisors
Kansas
$12K 211 – –
SIM
555
Sonora Investment Management
Arizona
$12K 213 – –
MAM
556
Meeder Asset Management
Ohio
$11K 204 +13 +7%
WTC
557
WhitTier Trust Company
Nevada
$11K 192 +65 +51%
CFGS
558
Concourse Financial Group Securities
Alabama
$11K 208 +161 +343%
SSB
559
Sandy Spring Bank
Maryland
$10K 180 -100 -36%
CTB
560
Country Trust Bank
Illinois
$10K 184 – –
HPC
561
HM Payson & Co
Maine
$10K 180 – –
LPWM
562
Lake Point Wealth Management
Texas
$10K 189 +189 New
PO
563
Private Ocean
California
$9K 159 – –
MAM
564
Marquette Asset Management
Minnesota
$9K 168 – –
WPA
565
West Paces Advisors
Georgia
$8.42K 153 – –
CI
566
CX Institutional
Indiana
$8K 153 -17,650 -99%
DAM
567
Delta Asset Management
Tennessee
$8K 151 – –
LWM
568
Lenox Wealth Management
Ohio
$8K 144 +144 New
LWM
569
Lionsbridge Wealth Management
Florida
$8K 162 +162 New
FPB
570
First PREMIER Bank
South Dakota
$7K 125 – –
IRC
571
Investors Research Corp
Georgia
$7K 126 – –
HI
572
Hudock Inc
Pennsylvania
$7K 137 +2 +1%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$6K 100 – –
FHA
574
Flagship Harbor Advisors
Massachusetts
$6K 113 – –
BWA
575
BDO Wealth Advisors
Florida
$6K 100 – –
21 22
23
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