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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
CBT
601
Central Bank & Trust
Kentucky
$3K 50 – –
BHWM
602
Bay Harbor Wealth Management
Maryland
$2K 33 – –
GWMIA
603
Global Wealth Management Investment Advisory
Florida
$2K 36 – –
SFSIG
604
San Francisco Sentry Investment Group
California
$2K 31 – –
GI
605
Gradient Investments
Minnesota
$1K 13 -136 -91%
FGAM
606
Financial Gravity Asset Management
Texas
$1K 12 -16 -57%
WCM
607
Wealthcare Capital Management
Virginia
$1K 25 – –
FPFS
608
First Personal Financial Services
North Carolina
$1K 15 – –
BWM
609
Baystate Wealth Management
Massachusetts
$1K 11 +1 +10%
Fidelity International
610
Fidelity International
Bermuda
$1K 14 +8 +133%
UB
611
UMB Bank
Missouri
$865 15,138 -884 -6%
Millennium Management
612
Millennium Management
New York
– – -244,990 Closed
CM
613
Crestline Management
Texas
– – -105,186 Closed
PCM
614
Palouse Capital Management
Washington
– – -86,494 Closed
TCM
615
Tuttle Capital Management
Connecticut
– – -79,634 Closed
CBOA
616
Commonwealth Bank of Australia
Australia
– – -56,677 Closed
Connor, Clark & Lunn Investment Management (CC&L)
617
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -35,125 Closed
Arrowstreet Capital
618
Arrowstreet Capital
Massachusetts
– – -34,297 Closed
CWG
619
Cornerstone Wealth Group
North Carolina
– – -27,956 Closed
EH
620
Employers Holdings
Nevada
– – -24,703 Closed
CM
621
Caption Management
Oklahoma
– – -22,500 Closed
MHS
622
M Holdings Securities
Oregon
– – -12,287 Closed
SFG
623
SevenBridge Financial Group
Pennsylvania
– – -8,861 Closed
QT
624
Quantamental Technologies
New York
– – -8,214 Closed
BCM
625
BTC Capital Management
Iowa
– – -8,125 Closed
23 24
25
26 27