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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 %
FQ
651
First Quadrant
California
– – -1,096 Closed
PCM
652
Prelude Capital Management
New York
– – -978 Closed
WIM
653
Westside Investment Management
California
– – -700 Closed
PFS
654
Prospera Financial Services
Texas
– – -688 Closed
NNP
655
Nachman Norwood & Parrott
South Carolina
– – -371 Closed
CCM
656
Chiron Capital Management
Florida
– – -353 Closed
AW
657
Alpha Windward
Massachusetts
– – -246 Closed
F
658
F3Logic
Minnesota
– – -185 Closed
SSB
659
Sandy Spring Bank
Maryland
– – -180 Closed
PFWA
660
Paces Ferry Wealth Advisors
Georgia
– – -174 Closed
FHA
661
Flagship Harbor Advisors
Massachusetts
– – -113 Closed
CHAM
662
Clear Harbor Asset Management
Connecticut
– – -100 Closed
RA
663
Rational Advisors
New York
– – -98 Closed
AA
664
Advisory Alpha
Michigan
– – -94 Closed
UFF
665
USA Financial Formulas
Michigan
– – -23 Closed
MS
666
Maven Securities
Jersey
– – – –
CG
667
Cutler Group
California
– – – –
Walleye Trading
668
Walleye Trading
New York
– – – –
Group One Trading
669
Group One Trading
Illinois
– – – –
Parallax Volatility Advisers
670
Parallax Volatility Advisers
California
– – – –
Simplex Trading
671
Simplex Trading
Illinois
– – – –
Fidelity International
672
Fidelity International
Bermuda
$0 6 +6 New
PWMG
673
Prestige Wealth Management Group
New Jersey
$0 7 +7 New
SWA
674
SOA Wealth Advisors
New York
$0 16 +16 New
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