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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 %
TCM
576
Teza Capital Management
Illinois
– – -19,517 Closed
MERSOM
577
Municipal Employees' Retirement System of Michigan
Michigan
– – -19,160 Closed
ESCM
578
Echo Street Capital Management
New York
– – -16,349 Closed
Tudor Investment Corp
579
Tudor Investment Corp
Connecticut
– – -15,970 Closed
CC
580
Centiva Capital
New York
– – -14,725 Closed
ANRIA
581
American National Registered Investment Advisor
Texas
– – -12,706 Closed
HF
582
HRT Financial
New York
– – -11,140 Closed
SBH
583
Segall Bryant & Hamill
Illinois
– – -10,785 Closed
IWA
584
IBEX Wealth Advisors
New Jersey
– – -10,154 Closed
QI
585
Qtron Investments
Massachusetts
– – -9,842 Closed
NIT
586
NumerixS Investment Technologies
British Columbia, Canada
– – -9,054 Closed
GAM
587
Gotham Asset Management
New York
– – -7,447 Closed
OIA
588
OneDigital Investment Advisors
Kansas
– – -7,392 Closed
TAM
589
Todd Asset Management
Kentucky
– – -6,981 Closed
WS
590
Wedbush Securities
California
– – -6,773 Closed
MYAM
591
Meiji Yasuda Asset Management
Japan
– – -6,657 Closed
CG
592
Cutler Group
California
– – -6,170 Closed
HI
593
Horizon Investments
North Carolina
– – -5,942 Closed
IPW
594
Inlet Private Wealth
Florida
– – -5,800 Closed
UIA
595
UBP Investment Advisors
Switzerland
– – -5,744 Closed
GC
596
Grimes & Company
Massachusetts
– – -5,651 Closed
ARTA
597
A.R.T. Advisors
New York
– – -5,635 Closed
PCMC
598
Paragon Capital Management (Colorado)
Colorado
– – -5,228 Closed
V
599
Veritable
Delaware
– – -5,178 Closed
CBT
600
Capital Bank & Trust
California
– – -4,876 Closed
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24
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