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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
651
Wakefield Asset Management
Colorado
– – -3,856 Closed
William Blair & Company
652
William Blair & Company
Illinois
– – -3,784 Closed
DIM
653
Delta Investment Management
California
– – -3,764 Closed
Verition Fund Management
654
Verition Fund Management
Connecticut
– – -3,746 Closed
Simplex Trading
655
Simplex Trading
Illinois
– – -3,343 Closed
AIM
656
Arcadia Investment Management
Michigan
– – -2,325 Closed
TA
657
Thor Advisors
New York
– – -1,801 Closed
PCM
658
Prelude Capital Management
New York
– – -1,485 Closed
MWNA
659
Marshall Wace North America
New York
– – -1,422 Closed
PRC
660
Pearl River Capital
Michigan
– – -1,098 Closed
HIM
661
Hillsdale Investment Management
Ontario, Canada
– – -700 Closed
HCM
662
Hilton Capital Management
New York
– – -586 Closed
TC
663
Truvestments Capital
Florida
– – -565 Closed
CG
664
Cutler Group
California
– – -484 Closed
SB
665
Strategic Blueprint
Georgia
– – -455 Closed
GWAG
666
Garrett Wealth Advisory Group
Texas
– – -366 Closed
WB
667
Webster Bank
Connecticut
– – -300 Closed
CIAS
668
Capital Investment Advisory Services
North Carolina
– – -271 Closed
WCM
669
Whitener Capital Management
North Carolina
– – -253 Closed
WC
670
Weil Company
California
– – -215 Closed
NIC
671
Northwest Investment Counselors
Oregon
– – -113 Closed
HS
672
Horan Securities
United States
– – -110 Closed
QAM
673
QCI Asset Management
New York
– – -105 Closed
APSP
674
Asset Planning Services (Pennsylvania)
Pennsylvania
– – -88 Closed
CBT
675
Central Bank & Trust
Kentucky
– – -50 Closed
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