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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 %
Royal London Asset Management
126
Royal London Asset Management
United Kingdom
$5.93M 108,521 – –
DWT
127
Dorsey & Whitney Trust
South Dakota
$5.84M 106,132 +1,249 +1%
FAF
128
Fjarde Ap-fonden
Sweden
$5.8M 105,450 -17,200 -14%
Bessemer Group
129
Bessemer Group
New Jersey
$5.58M 101,459 +2,920 +3%
PA
130
Pinnacle Associates
New York
$5.46M 99,345 -1,519 -2%
Aviva
131
Aviva
United Kingdom
$5.35M 97,197 -154 -0.2%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.25M 95,444 -51 -0.1%
AIG
133
American International Group
New York
$5.23M 95,142 -2,110 -2%
DIP
134
DT Investment Partners
Pennsylvania
$5.21M 94,804 +6,486 +7%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$5.15M 93,662 -43 -0%
ISB
136
Iowa State Bank
Iowa
$5.12M 92,996 -1,538 -2%
Wolverine Trading
137
Wolverine Trading
Illinois
$5.05M 92,397 +92,397 New
EP
138
Edgestream Partners
New Jersey
$5.01M 91,062 +91,062 New
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$4.89M 88,929 +88,929 New
PIA
140
Piedmont Investment Advisors
North Carolina
$4.83M 87,869 +851 +1%
USAA
141
United Services Automobile Association
Texas
$4.83M 87,832 -8,666 -9%
CM
142
Churchill Management
California
$4.82M 87,706 -1,085 -1%
Principal Financial Group
143
Principal Financial Group
Iowa
$4.77M 86,809 -3,480 -4%
AAM
144
Advisors Asset Management
Colorado
$4.52M 82,189 +4,905 +6%
EVM
145
Eaton Vance Management
Massachusetts
$4.51M 81,966 +1,064 +1%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$4.41M 80,249 -11,114 -12%
XK
147
Xact Kapitalforvaltning
Sweden
$4.34M 78,984 +2,013 +3%
US Bancorp
148
US Bancorp
Minnesota
$4.32M 78,463 -136 -0.2%
MPM
149
Meritage Portfolio Management
Kansas
$4.15M 75,431 +1,694 +2%
SMDAM
150
Sumitomo Mitsui DS Asset Management
Japan
$4.11M 74,708 +57,720 +340%
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