PFG icon

Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Market Value Shares Shares
Change 		Shares
Change %
LOAMS
626
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -12,116 Closed
PAMP
627
Polar Asset Management Partners
Ontario, Canada
– – -11,381 Closed
MYLI
628
Meiji Yasuda Life Insurance
Japan
– – -11,369 Closed
B
629
Barings
North Carolina
– – -11,264 Closed
PTC
630
Petrus Trust Company
Texas
– – -9,737 Closed
VI
631
Versor Investments
New York
– – -8,900 Closed
PP
632
PDT Partners
New York
– – -8,900 Closed
Adage Capital Partners
633
Adage Capital Partners
Massachusetts
– – -8,768 Closed
FMBTD
634
First Midwest Bank Trust Division
Illinois
– – -8,536 Closed
SCM
635
Shelton Capital Management
Colorado
– – -8,426 Closed
SW
636
SteelPeak Wealth
California
– – -7,495 Closed
BCM
637
Brookstone Capital Management
Illinois
– – -6,690 Closed
MML Investors Services
638
MML Investors Services
Massachusetts
– – -6,236 Closed
EHWM
639
Eads & Heald Wealth Management
Georgia
– – -5,813 Closed
JCIA
640
Jackson Creek Investment Advisors
Colorado
– – -5,586 Closed
AAS
641
Avantax Advisory Services
Texas
– – -5,553 Closed
RIM
642
Redpoint Investment Management
Australia
– – -5,112 Closed
AWA
643
Arete Wealth Advisors
Illinois
– – -5,101 Closed
Wolverine Trading
644
Wolverine Trading
Illinois
– – -4,997 Closed
AII
645
AGF Investments Inc
Ontario, Canada
– – -4,794 Closed
Twin Tree Management
646
Twin Tree Management
Texas
– – -2,602 Closed
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
– – -2,324 Closed
PCM
648
Penserra Capital Management
California
– – -2,257 Closed
SC
649
Slow Capital
California
– – -1,509 Closed
CMBA
650
C.M. Bidwell & Associates
Hawaii
– – -1,275 Closed
23 24 25
26
27