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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
Holocene Advisors
151
Holocene Advisors
New York
$3.16M -$1.77M -48,448 -39%
SSA
152
Schonfeld Strategic Advisors
New York
$3.06M -$201K -5,518 -7%
Two Sigma Investments
153
Two Sigma Investments
New York
$3.03M -$1.2M -32,830 -31%
EP
154
Edgestream Partners
New Jersey
$3.02M +$812K +22,263 +44%
Comerica Bank
155
Comerica Bank
Texas
$2.96M +$176K +4,824 +8%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$2.95M +$500K +13,716 +24%
CPO
157
Cerity Partners OCIO
New York
$2.93M +$240K +6,566 +10%
PP
158
Paloma Partners
Connecticut
$2.88M +$2.22M +60,727 +706%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$2.83M +$1.61M +44,100 +183%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$2.81M -$311K -8,522 -11%
SLAM
161
Swiss Life Asset Management
$2.8M +$553K +15,145 +29%
BFG
162
Beacon Financial Group
Texas
$2.79M +$270K +7,388 +12%
MIM
163
MetLife Investment Management
New Jersey
$2.77M +$1.79K +49 +0.1%
ProShare Advisors
164
ProShare Advisors
Maryland
$2.73M -$141K -3,863 -6%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$2.73M
TD Asset Management
166
TD Asset Management
Ontario, Canada
$2.71M +$3.21K +88 +0.1%
SOMRS
167
State of Michigan Retirement System
Michigan
$2.7M +$214K +5,864 +10%
ASRS
168
Arizona State Retirement System
Arizona
$2.66M +$3.1K +85 +0.1%
EVM
169
Eaton Vance Management
Massachusetts
$2.6M -$874K -23,957 -28%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$2.58M +$1.88M +51,475 +483%
UA
171
Unison Advisors
District of Columbia
$2.58M +$1.52M +41,545 +202%
CSS
172
Cubist Systematic Strategies
Connecticut
$2.51M +$923K +25,299 +72%
US Bancorp
173
US Bancorp
Minnesota
$2.46M -$143K -3,920 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.46M -$32.8K -900 -1%
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$2.39M +$176K +4,827 +9%

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.