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Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
551
Wealthcare Capital Management
Virginia
$1K 25 -40 -62%
BHWM
552
Bay Harbor Wealth Management
Maryland
$1K 23 -10 -30%
PA
553
Procyon Advisors
Connecticut
$1K 30 -6 -17%
VCP
554
Verus Capital Partners
Arizona
$1K 44 – –
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$1K 16 +16 New
TI
556
tru Independence
Oregon
$37 1,178 – –
WIM
557
Westside Investment Management
California
$9 300 +300 New
CI
558
Cambiar Investors
Colorado
– – -704,430 Closed
ERIM
559
Eagle Ridge Investment Management
Connecticut
– – -148,175 Closed
Wolverine Trading
560
Wolverine Trading
Illinois
– – -92,397 Closed
CM
561
Churchill Management
California
– – -87,706 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
562
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -74,300 Closed
WG
563
Winton Group
United Kingdom
– – -73,484 Closed
SCM
564
Soros Capital Management
New York
– – -70,400 Closed
Voloridge Investment Management
565
Voloridge Investment Management
Florida
– – -59,762 Closed
SWMG
566
Signature Wealth Management Group
Georgia
– – -57,928 Closed
BA
567
Bridgewater Associates
Connecticut
– – -57,469 Closed
TAM
568
Tealwood Asset Management
Minnesota
– – -56,246 Closed
ARTA
569
A.R.T. Advisors
New York
– – -55,700 Closed
RJFSA
570
Raymond James Financial Services Advisors
Florida
– – -44,823 Closed
Wealthfront Advisers
571
Wealthfront Advisers
California
– – -32,819 Closed
Pacer Advisors
572
Pacer Advisors
Pennsylvania
– – -29,647 Closed
MCAI
573
Members Capital Advisors Inc
Wisconsin
– – -27,122 Closed
QIM
574
Quantitative Investment Management
Virginia
– – -26,852 Closed
JFA
575
Johanson Financial Advisors
California
– – -26,136 Closed
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23
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