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Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
ZP
3
Zimmer Partners
New York
$28.7M
4
KBC Group
4
KBC Group
Belgium
$29.9M
5
DZ Bank
5
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
1
Invesco
Georgia
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
ME
551
McIlrath & Eck
Washington
$3K 71 – –
GI
552
Gradient Investments
Minnesota
$3K 63 – –
AssetMark Inc
553
AssetMark Inc
California
$2K 57 -1 -2%
GWS
554
Glassman Wealth Services
Virginia
$2K 48 – –
EWA
555
Evolution Wealth Advisors
Florida
$2K 46 – –
Millennium Management
556
Millennium Management
New York
$1.09K 26,941 -149,438 -85%
RFA
557
Reilly Financial Advisors
California
$1K 32 -83 -72%
EW
558
Evoke Wealth
California
$1K 23 -33 -59%
CWC
559
Carolinas Wealth Consulting
North Carolina
$1K 16 – –
UFF
560
USA Financial Formulas
Michigan
$1K 23 – –
TFM
561
TFC Financial Management
Massachusetts
$1K 32 +32 New
FCA
562
FinTrust Capital Advisors
South Carolina
$109 2,696 – –
WIM
563
Westside Investment Management
California
$28 700 – –
Balyasny Asset Management
564
Balyasny Asset Management
Illinois
– – -719,306 Closed
DIA
565
Davidson Investment Advisors
Montana
– – -149,321 Closed
MNBTD
566
Moody National Bank Trust Division
Texas
– – -116,833 Closed
ANI
567
American National Insurance
Texas
– – -113,190 Closed
Alyeska Investment Group
568
Alyeska Investment Group
Illinois
– – -96,864 Closed
Man Group
569
Man Group
United Kingdom
– – -95,311 Closed
A
570
AustralianSuper
Australia
– – -81,651 Closed
Squarepoint
571
Squarepoint
New York
– – -78,882 Closed
MGIA
572
Moneta Group Investment Advisors
Missouri
– – -53,587 Closed
DA
573
Duality Advisers
Florida
– – -43,654 Closed
LP
574
LMR Partners
United Kingdom
– – -32,085 Closed
SRAM
575
Stone Ridge Asset Management
New York
– – -21,591 Closed
21 22
23
24 25