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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 %
Qube Research & Technologies (QRT)
576
Qube Research & Technologies (QRT)
United Kingdom
– – -39,815 Closed
MCM
577
Mainstay Capital Management
Michigan
– – -30,467 Closed
DF
578
Donoghue Forlines
Massachusetts
– – -20,955 Closed
ACM
579
AlphaCrest Capital Management
New York
– – -20,522 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
580
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -20,063 Closed
JT
581
Jump Trading
Illinois
– – -19,519 Closed
TW
582
Transform Wealth
Colorado
– – -18,600 Closed
DTL
583
Dynamic Technology Lab
Singapore
– – -17,193 Closed
DIP
584
DT Investment Partners
Pennsylvania
– – -15,596 Closed
AIM
585
Aigen Investment Management
New York
– – -15,415 Closed
LOAMS
586
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -15,405 Closed
Mercer Global Advisors
587
Mercer Global Advisors
Colorado
– – -13,561 Closed
CANY
588
Caxton Associates (New York)
New York
– – -12,068 Closed
MF
589
Magnetar Financial
Illinois
– – -11,543 Closed
NFG
590
Next Financial Group
Texas
– – -11,059 Closed
FTI
591
Fiduciary Trust International
Massachusetts
– – -10,520 Closed
VFA
592
Voya Financial Advisors
Connecticut
– – -10,202 Closed
SBWM
593
Sunflower Bank Wealth Management
Arizona
– – -10,196 Closed
PM
594
Parametrica Management
Hong Kong
– – -10,188 Closed
SEC
595
Seven Eight Capital
New York
– – -10,100 Closed
RCAG
596
Rehmann Capital Advisory Group
Michigan
– – -9,341 Closed
GCP
597
GSA Capital Partners
United Kingdom
– – -9,058 Closed
NICM
598
Neo Ivy Capital Management
New York
– – -8,639 Closed
MS
599
Maven Securities
Jersey
– – -8,429 Closed
AI
600
Atria Investments
North Carolina
– – -7,796 Closed
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