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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 %
AIC
626
Archer Investment Corporation
Indiana
– – -7,000 Closed
ALAM
627
Asahi Life Asset Management
Japan
– – -6,610 Closed
FI
628
FormulaFolio Investments
Michigan
– – -6,446 Closed
ZCM
629
Zebra Capital Management
Connecticut
– – -5,807 Closed
BAM
630
Berkshire Asset Management
Pennsylvania
– – -5,412 Closed
JT
631
Jump Trading
Illinois
– – -5,409 Closed
D.E. Shaw & Co
632
D.E. Shaw & Co
New York
– – -5,095 Closed
TSS
633
Two Sigma Securities
New York
– – -4,877 Closed
HI
634
Horizon Investments
North Carolina
– – -4,700 Closed
IUHSA
635
Itau Unibanco Holding S.A.
Brazil
– – -4,524 Closed
BHWM
636
Bar Harbor Wealth Management
New Hampshire
– – -4,384 Closed
EMG
637
Ellington Management Group
Connecticut
– – -4,100 Closed
CAN
638
Cetera Advisor Networks
California
– – -3,684 Closed
CA
639
Cetera Advisors
Colorado
– – -3,629 Closed
CFS
640
CRA Financial Services
New Jersey
– – -3,500 Closed
TFA
641
Transamerica Financial Advisors
Florida
– – -2,456 Closed
RWA
642
Redhawk Wealth Advisors
Minnesota
– – -1,630 Closed
TNBTD
643
Trustmark National Bank Trust Department
Mississippi
– – -1,450 Closed
TPWA
644
TRUE Private Wealth Advisors
Oregon
– – -1,090 Closed
CAW
645
Cornerstone Advisors (Washington)
Washington
– – -980 Closed
PFC
646
Phocas Financial Corp
California
– – -960 Closed
PCP
647
Proficio Capital Partners
Massachusetts
– – -404 Closed
AC
648
Avestar Capital
New York
– – -377 Closed
NCM
649
Next Capital Management
New York
– – -256 Closed
CWA
650
Clarus Wealth Advisors
Arizona
– – -238 Closed
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