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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 %
Walleye Trading
651
Walleye Trading
New York
– – -1,147 Closed
Capstone Investment Advisors
652
Capstone Investment Advisors
New York
– – -1,064 Closed
PWP
653
Personal Wealth Partners
Minnesota
– – -764 Closed
GLI
654
Guardian Life Insurance
New York
– – -758 Closed
RA
655
Rational Advisors
New York
– – -642 Closed
OSAM
656
O'Shaughnessy Asset Management
Connecticut
– – -530 Closed
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
– – -412 Closed
TFA
658
Toth Financial Advisory
Virginia
– – -318 Closed
LWM
659
Lionsbridge Wealth Management
Florida
– – -162 Closed
PCIA
660
Prime Capital Investment Advisors
Kansas
– – -104 Closed
CHAM
661
Clear Harbor Asset Management
Connecticut
– – -100 Closed
ST
662
Smithfield Trust
Pennsylvania
– – -75 Closed
CCM
663
Covington Capital Management
California
– – -71 Closed
TCOV
664
Trust Company of Vermont
Vermont
– – -69 Closed
EWA
665
Evolution Wealth Advisors
Florida
– – -63 Closed
GDP
666
Great Diamond Partners
Maine
– – -50 Closed
PW
667
Price Wealth
Texas
– – -24 Closed
FPFS
668
First Personal Financial Services
North Carolina
– – -15 Closed
Fidelity International
669
Fidelity International
Bermuda
– – -14 Closed
FGAM
670
Financial Gravity Asset Management
Texas
– – – –
AS
671
Altshuler Shaham
Israel
$0 5 – –
Group One Trading
672
Group One Trading
Illinois
– – – –
NR
673
Newfound Research
Massachusetts
$0 1 – –
EAM
674
Erste Asset Management
Austria
– – – –
BWM
675
Baystate Wealth Management
Massachusetts
$0 11 – –
24 25 26
27
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