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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 %
SCA
601
Stonebridge Capital Advisors
Minnesota
– – -4,555 Closed
TFA
602
Transamerica Financial Advisors
Florida
– – -4,551 Closed
CFG
603
Citizens Financial Group
Rhode Island
– – -4,171 Closed
Parallax Volatility Advisers
604
Parallax Volatility Advisers
California
– – -2,208 Closed
RIM
605
Rampart Investment Management
Connecticut
– – -1,949 Closed
MIFH
606
Migdal Insurance & Financial Holdings
Israel
– – -1,932 Closed
OPS
607
Orion Portfolio Solutions
Nebraska
– – -1,900 Closed
PCG
608
Private Capital Group
Connecticut
$0 5 -885 -99%
RAM
609
Riggs Asset Management
Pennsylvania
– – -693 Closed
OCM
610
Ovata Capital Management
Hong Kong
– – -480 Closed
BL
611
Balentine LLC
Georgia
– – -400 Closed
KPW
612
Kore Private Wealth
New York
– – -319 Closed
TC
613
Truvestments Capital
Florida
– – -235 Closed
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -200 Closed
BFIM
615
Beese Fulmer Investment Management
Ohio
– – -200 Closed
FPB
616
First PREMIER Bank
South Dakota
– – -125 Closed
PIMG
617
Patriot Investment Management Group
Tennessee
– – -102 Closed
SC
618
Steph & Co
Wisconsin
– – -100 Closed
Bank Julius Baer & Co
619
Bank Julius Baer & Co
Switzerland
– – -27 Closed
RMC
620
Resources Management Corp
Connecticut
– – -25 Closed
Simplex Trading
621
Simplex Trading
Illinois
– – – –
BWM
622
Baystate Wealth Management
Massachusetts
$0 11 – –
EAM
623
Erste Asset Management
Austria
– – – –
MS
624
Maven Securities
Jersey
– – – –
Walleye Trading
625
Walleye Trading
New York
– – – –
22 23 24
25
26