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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
12.4%
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 %
MIH
601
Meitav Investment House
Israel
– – -6,016 Closed
DT
602
Diversified Trust
Tennessee
– – -5,928 Closed
WAM
603
Wolverine Asset Management
Illinois
– – -5,837 Closed
PCMC
604
Paragon Capital Management (Colorado)
Colorado
– – -5,794 Closed
SCA
605
Sage Capital Advisors
South Dakota
– – -5,772 Closed
V
606
Veritable
Delaware
– – -5,639 Closed
PCS
607
Personal CFO Solutions
New Jersey
– – -5,592 Closed
CIM
608
Contravisory Investment Management
Massachusetts
– – -5,567 Closed
AWA
609
Arete Wealth Advisors
Illinois
– – -5,486 Closed
VAG
610
VisionPoint Advisory Group
Texas
– – -5,442 Closed
CL
611
Choreo LLC
Illinois
– – -5,420 Closed
MFG
612
Magnus Financial Group
New York
– – -5,306 Closed
PA
613
Profund Advisors
Maryland
– – -5,269 Closed
BIM
614
Bridges Investment Management
Nebraska
– – -5,141 Closed
RIM
615
Redpoint Investment Management
Australia
– – -5,112 Closed
JIC
616
Johnson Investment Counsel
Ohio
– – -5,098 Closed
SC
617
Savant Capital
Illinois
– – -5,089 Closed
FSA
618
Financial Sense Advisors
California
– – -5,000 Closed
OC
619
Oppenheimer & Co
New York
– – -4,960 Closed
NIM
620
NuWave Investment Management
New Jersey
– – -4,799 Closed
SWM
621
SeaCrest Wealth Management
New York
– – -4,632 Closed
QIM
622
Quest Investment Management
Oregon
– – -4,600 Closed
FDS
623
Freedom Day Solutions
Texas
– – -4,543 Closed
PAG
624
Private Advisor Group
New Jersey
– – -4,484 Closed
FNT
625
First National Trust
Pennsylvania
– – -4,446 Closed
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