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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 %
EI
601
Ellevest Inc
New York
$2K 29 +29 New
PA
602
Procyon Advisors
Connecticut
$2K 36 +36 New
VCP
603
Verus Capital Partners
Arizona
$2K 44 +44 New
GDP
604
Great Diamond Partners
Maine
$2K 50 +50 New
PW
605
Price Wealth
Texas
$1K 24 -68 -74%
FPFS
606
First Personal Financial Services
North Carolina
$1K 15 – –
BWM
607
Baystate Wealth Management
Massachusetts
$1K 11 – –
Fidelity International
608
Fidelity International
Bermuda
$1K 14 – –
LS
609
Leelyn Smith
Illinois
$13 234 +234 New
CCMG
610
Clark Capital Management Group
Pennsylvania
– – -499,125 Closed
Two Sigma Investments
611
Two Sigma Investments
New York
– – -342,055 Closed
Balyasny Asset Management
612
Balyasny Asset Management
Illinois
– – -263,684 Closed
AIM
613
Artemis Investment Management
United Kingdom
– – -179,100 Closed
SFI
614
Susquehanna Fundamental Investments
Pennsylvania
– – -139,200 Closed
WI
615
WBI Investments
New Jersey
– – -130,252 Closed
Citadel Advisors
616
Citadel Advisors
Florida
– – -118,611 Closed
PP
617
Palladium Partners
Virginia
– – -87,443 Closed
BPM
618
Bowling Portfolio Management
Ohio
– – -50,021 Closed
OAM
619
Oxford Asset Management
United Kingdom
– – -36,857 Closed
3C
620
361 Capital
Colorado
– – -29,366 Closed
ZIG
621
Zurich Insurance Group
Switzerland
– – -25,100 Closed
TAF
622
Tredje AP-fonden
Sweden
– – -21,322 Closed
Wealth Enhancement Advisory Services
623
Wealth Enhancement Advisory Services
Minnesota
– – -19,906 Closed
VI
624
Versor Investments
New York
– – -18,500 Closed
WA
625
WESPAC Advisors
California
– – -17,488 Closed
23 24
25
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