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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 %
Verition Fund Management
601
Verition Fund Management
Connecticut
– – -7,198 Closed
BOH
602
Bank of Hawaii
Hawaii
– – -6,862 Closed
WANY
603
Wealthspire Advisors (New York)
New York
– – -6,841 Closed
PHK
604
Point72 Hong Kong
Hong Kong
– – -3,639 Closed
Simplex Trading
605
Simplex Trading
Illinois
– – -2,199 Closed
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
– – -1,893 Closed
ASN
607
Advisory Services Network
Georgia
– – -1,691 Closed
PRC
608
Pearl River Capital
Michigan
– – -1,400 Closed
VCM
609
Vigilant Capital Management
Maine
– – -1,250 Closed
CS
610
Capital Square
Tennessee
– – -1,000 Closed
QT
611
Quantbot Technologies
New York
– – -886 Closed
AWM
612
Avondale Wealth Management
Texas
– – -700 Closed
EIP
613
Ellis Investment Partners
Pennsylvania
– – -554 Closed
VEA
614
Virtus ETF Advisers
New York
– – -310 Closed
BFC
615
Bedel Financial Consulting
Indiana
– – -306 Closed
RFM
616
Royal Fund Management
Florida
– – -273 Closed
EWM
617
EPG Wealth Management
Georgia
– – -270 Closed
AIC
618
Ameritas Investment Company
Nebraska
– – -269 Closed
SMG
619
Spectrum Management Group
Indiana
– – -150 Closed
AIS
620
Accurate Investment Solutions
Pennsylvania
– – -150 Closed
AWM
621
AllSquare Wealth Management
New York
– – -145 Closed
WTC
622
WhitTier Trust Company
Nevada
– – -127 Closed
CCM
623
Cox Capital Management
Massachusetts
– – -109 Closed
AA
624
Advisory Alpha
Michigan
– – -94 Closed
AC
625
AlphaCore Capital
California
– – -76 Closed
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