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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
551
Tradition Wealth Management
Minnesota
$13K 255 +255 New
OAJ
552
Ogorek Anthony Joseph
New York
$12K 249 -10 -4%
LS
553
Leelyn Smith
Illinois
$12K 234 – –
APWA
554
Atlas Private Wealth Advisors
New Jersey
$12K 239 – –
FP
555
Financial Perspectives
Minnesota
$11.8K 238 – –
VCM
556
Versant Capital Management
Arizona
$11K 237 – –
SIM
557
Sonora Investment Management
Arizona
$11K 213 – –
HI
558
Human Investing
Oregon
$11K 225 – –
CTB
559
Country Trust Bank
Illinois
$11K 222 +38 +21%
PCG
560
Private Capital Group
Connecticut
$11K 223 +218 +4,360%
ACA
561
Atlas Capital Advisors
Wyoming
$10.3K 208 +208 New
HPC
562
HM Payson & Co
Maine
$10K 210 -30 -13%
LC
563
Lindbrook Capital
California
$10K 192 – –
SA
564
SRH Advisors
Kansas
$10K 211 – –
CFGS
565
Concourse Financial Group Securities
Alabama
$10K 197 – –
MFT
566
Moisand Fitzgerald Tamayo
Florida
$10K 210 – –
CAAS
567
Capital Asset Advisory Services
Michigan
$10K 196 +196 New
COCM
568
Charter Oak Capital Management
New Hampshire
$10K 200 +200 New
PCM
569
Peregrine Capital Management
Minnesota
$10K 200 +200 New
ST
570
Smithfield Trust
Pennsylvania
$9K 190 – –
FHC
571
First Horizon Corporation
Tennessee
$9K 192 +40 +26%
LWP
572
Laurel Wealth Planning
Minnesota
$9K 183 +183 New
MAM
573
Marquette Asset Management
Minnesota
$8K 168 – –
PO
574
Private Ocean
California
$8K 159 – –
ZB
575
Zions Bancorporation
Utah
$8K 153 +8 +6%
21 22
23
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