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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 %
PIA
626
Powell Investment Advisors
Florida
– – -4,340 Closed
GT
627
Greenleaf Trust
Michigan
– – -4,338 Closed
PCM
628
Poehling Capital Management
Wisconsin
– – -4,300 Closed
PTC
629
Petrus Trust Company
Texas
– – -4,292 Closed
BCM
630
BlueCrest Capital Management
Jersey
– – -4,251 Closed
RIA
631
Realta Investment Advisors
Delaware
– – -4,236 Closed
BCI
632
Brinker Capital Investments
Pennsylvania
– – -4,223 Closed
FWCM
633
Ferguson Wellman Capital Management
Oregon
– – -4,149 Closed
RPWA
634
Regent Peak Wealth Advisors
Georgia
– – -4,117 Closed
WB
635
WesBanco Bank
West Virginia
– – -4,033 Closed
9WM
636
9258 Wealth Management
Ohio
– – -3,965 Closed
WAM
637
Wealthspire Advisors (Maryland)
Maryland
– – -3,935 Closed
TSS
638
Two Sigma Securities
New York
– – -3,893 Closed
UIA
639
UBP Investment Advisors
Switzerland
– – -3,888 Closed
BAM
640
Belpointe Asset Management
Nevada
– – -3,882 Closed
RA
641
RFG Advisory
Alabama
– – -3,798 Closed
RFC
642
Regions Financial Corp
Alabama
– – -3,761 Closed
HAG
643
HighPoint Advisor Group
Illinois
– – -3,719 Closed
GIA
644
Gateway Investment Advisers
Ohio
– – -3,667 Closed
IUHSA
645
Itau Unibanco Holding S.A.
Brazil
– – -2,512 Closed
VIM
646
Veritas Investment Management
United Kingdom
– – -2,500 Closed
O
647
Ossiam
France
– – -1,437 Closed
TRCT
648
Tower Research Capital (TRC)
New York
– – -1,434 Closed
ONST
649
Old North State Trust
North Carolina
– – -1,405 Closed
Loomis, Sayles & Company
650
Loomis, Sayles & Company
Massachusetts
– – -1,205 Closed
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