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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
12.39%
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 %
DA
576
Duality Advisers
Florida
– – -20,082 Closed
IG
577
ING Group
Netherlands
– – -17,713 Closed
HB
578
Homrich & Berg
Georgia
– – -17,228 Closed
Massachusetts Financial Services
579
Massachusetts Financial Services
Massachusetts
– – -16,750 Closed
BCM
580
Brookstone Capital Management
Illinois
– – -13,622 Closed
TC
581
TwinBeech Capital
New York
– – -12,412 Closed
FAN
582
Financial Advisors Network
California
– – -12,131 Closed
GCA
583
Gideon Capital Advisors
New York
– – -9,735 Closed
FHB
584
First Hawaiian Bank
Hawaii
– – -9,582 Closed
HI
585
Horizon Investments
North Carolina
– – -9,180 Closed
MC
586
Machina Capital
France
– – -8,799 Closed
HWA
587
Heritage Wealth Advisors
Virginia
– – -8,590 Closed
AAM
588
American Asset Management
Florida
– – -7,457 Closed
MYAM
589
Meiji Yasuda Asset Management
Japan
– – -7,437 Closed
CIA
590
Capital Investment Advisors
Georgia
– – -7,127 Closed
BF
591
BOK Financial
Oklahoma
– – -6,626 Closed
GHA
592
GW Henssler & Associates
Georgia
– – -6,547 Closed
TC
593
TownSquare Capital
Utah
– – -6,398 Closed
WPW
594
Waldron Private Wealth
Pennsylvania
– – -6,332 Closed
FAAS
595
First Allied Advisory Services
California
– – -6,319 Closed
GC
596
Grimes & Company
Massachusetts
– – -6,281 Closed
MAG
597
Mokosak Advisory Group
Iowa
– – -6,237 Closed
GP
598
Girard Partners
Pennsylvania
– – -6,159 Closed
BAM
599
Blueshift Asset Management
New Jersey
– – -6,086 Closed
BFM
600
Boothbay Fund Management
New York
– – -6,020 Closed
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