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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 %
FCA
576
FinTrust Capital Advisors
South Carolina
$6K 100 – –
RFA
577
Reilly Financial Advisors
California
$6K 115 – –
JWA
578
JFS Wealth Advisors
Pennsylvania
$6K 100 – –
EARNEST Partners
579
EARNEST Partners
Georgia
$6K 116 – –
CFFP
580
Center for Financial Planning
Michigan
$6K 100 +100 New
SSWG
581
Seven Springs Wealth Group
Tennessee
$6K 100 +100 New
SC
582
Steph & Co
Wisconsin
$6K 100 +100 New
PCIA
583
Prime Capital Investment Advisors
Kansas
$6K 104 +104 New
CHAM
584
Clear Harbor Asset Management
Connecticut
$5.5K 100 +100 New
AA
585
Advisory Alpha
Michigan
$5.27K 94 -15 -14%
First Manhattan
586
First Manhattan
New York
$5K 98 -549 -85%
BBHC
587
Brown Brothers Harriman & Co
New York
$5K 85 -45 -35%
Rockefeller Capital Management
588
Rockefeller Capital Management
New York
$5K 87 +87 New
CHA
589
Carmichael Hill & Associates
Maryland
$5K 87 +87 New
GWS
590
Glassman Wealth Services
Virginia
$4K 70 -7 -9%
ST
591
Smithfield Trust
Pennsylvania
$4K 75 – –
ME
592
McIlrath & Eck
Washington
$4K 71 – –
TCOV
593
Trust Company of Vermont
Vermont
$4K 69 – –
WCM
594
Wealthcare Capital Management
Virginia
$4K 65 +40 +160%
CCM
595
Covington Capital Management
California
$4K 71 +71 New
FCH
596
Freestone Capital Holdings
Washington
$3.87K 70,338 -3,686 -5%
Marshall Wace
597
Marshall Wace
United Kingdom
$3K 53 -322 -86%
EWA
598
Evolution Wealth Advisors
Florida
$3K 63 +1 +2%
BHWM
599
Bay Harbor Wealth Management
Maryland
$2K 33 – –
SFSIG
600
San Francisco Sentry Investment Group
California
$2K 31 – –
22 23
24
25 26