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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 %
BBHC
551
Brown Brothers Harriman & Co
New York
$3K 72 +3 +4%
RA
552
Rational Advisors
New York
$3K 70 +70 New
NIM
553
NuWave Investment Management
New Jersey
$3K 70 +70 New
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$3K 73 +73 New
FCH
555
Freestone Capital Holdings
Washington
$2.33K 55,966 -11,789 -17%
AssetMark Inc
556
AssetMark Inc
California
$2K 58 -1,051 -95%
EW
557
Evoke Wealth
California
$2K 56 -83 -60%
GWS
558
Glassman Wealth Services
Virginia
$2K 48 -32 -40%
EWA
559
Evolution Wealth Advisors
Florida
$2K 46 +46 New
UFF
560
USA Financial Formulas
Michigan
$1K 23 -41 -64%
RMC
561
Resources Management Corp
Connecticut
$1K 25 -25 -50%
CWC
562
Carolinas Wealth Consulting
North Carolina
$1K 16 +16 New
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$1K 27 +27 New
TI
564
tru Independence
Oregon
$49 1,178 – –
WIM
565
Westside Investment Management
California
$29 700 +400 +133%
GC
566
Gillson Capital
Illinois
– – -404,047 Closed
Renaissance Technologies
567
Renaissance Technologies
New York
– – -300,926 Closed
MSE
568
MUFG Securities EMEA
United Kingdom
– – -135,700 Closed
MWNA
569
Marshall Wace North America
New York
– – -104,033 Closed
PIA
570
Piedmont Investment Advisors
North Carolina
– – -88,564 Closed
Connor, Clark & Lunn Investment Management (CC&L)
571
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -67,000 Closed
BS
572
Banco Santander
Spain
– – -63,000 Closed
TI
573
Trexquant Investment
Connecticut
– – -58,487 Closed
DILIC
574
Dai-ichi Life Insurance Company
Japan
– – -49,691 Closed
Capital Fund Management (CFM)
575
Capital Fund Management (CFM)
France
– – -41,311 Closed
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