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Principal Financial Group

569 hedge funds and large institutions have $8.1B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $6.09B → $8.1B (+$2.01B)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 188

1% more funds holding

Funds holding: 564569 (+5)

0.55% more ownership

Funds ownership: 70.7%71.25% (+0.55%)

0% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $15.7M

Holders
569
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
190
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$10M -$492K -13,485 -5%
Canada Life
77
Canada Life
Manitoba, Canada
$9.8M +$206K +5,642 +2%
MSV
78
MN Services Vermogensbeheer
Netherlands
$9.72M -$69.3K -1,900 -0.8%
AG
79
Aperio Group
California
$9.53M +$300K +8,231 +4%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$9.37M +$2.55K +70 +0%
Citigroup
81
Citigroup
New York
$8.74M +$3.23M +88,555 +73%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$8.6M +$2.53M +69,331 +50%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$8.53M -$334K -9,156 -4%
CB
84
Commerce Bank
Missouri
$8.37M +$632K +17,330 +9%
KBC Group
85
KBC Group
Belgium
$8.28M +$2.56M +70,180 +54%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$7.96M +$4.46M +122,300 +176%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$7.77M -$544K -14,919 -7%
DA
88
Denali Advisors
California
$7.57M -$1.33M -36,417 -17%
CGH
89
Crossmark Global Holdings
Texas
$7.41M +$23K +631 +0.4%
GIM
90
Goelzer Investment Management
Indiana
$7.34M +$42.3K +1,160 +0.7%
Millennium Management
91
Millennium Management
New York
$7.33M -$5.19M -142,203 -45%
Asset Management One
92
Asset Management One
Japan
$7.29M +$470K +12,876 +8%
UBS Group
93
UBS Group
Switzerland
$7.25M +$69.2K +1,897 +1%
MLM
94
Mount Lucas Management
Pennsylvania
$7.22M +$6.34M +173,711 New
ANTB
95
AMG National Trust Bank
Colorado
$6.96M +$181K +4,949 +3%
CS
96
Candriam SCA
Luxembourg
$6.91M +$3.39M +93,041 +127%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$6.69M
GC
98
Guggenheim Capital
Illinois
$6.65M -$271K -7,439 -4%
Marshall Wace
99
Marshall Wace
United Kingdom
$6.4M +$3.87M +106,084 +222%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$6.37M -$2.67M -73,292 -32%

PFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2020, worth a combined $8.1B — up 33% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PFG positions and 68 closed out — a net gain of 9 holders — while 190 added to existing stakes and 188 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was Capital Research Global Investors, cutting an estimated $59.3M.

  • 569 institutional investors held Principal Financial Group (PFG) as of Q2 2020, up from 564 in Q1 2020.
  • Funds reported $8.1B of Principal Financial Group stock for Q2 2020, up 33% quarter-over-quarter.
  • 77 funds opened new Principal Financial Group positions in Q2 2020 and 68 closed out, a net change of +9 holders.
  • The largest Principal Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $48.7M added.
  • The largest Principal Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2020.