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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.64M -$144K -2,905 -5%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$2.6M +$256K +5,169 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.58M +$2.58M +51,979 New
RC
179
RegentAtlantic Capital
New Jersey
$2.57M +$49.2K +992 +2%
BWM
180
BerganKDV Wealth Management
Minnesota
$2.57M -$106K -2,136 -4%
Osaic Holdings
181
Osaic Holdings
Arizona
$2.47M -$1.65M -33,286 -40%
AIM
182
Achmea Investment Management
Netherlands
$2.43M – – –
N
183
Natixis
France
$2.38M +$967K +19,488 +69%
US Bancorp
184
US Bancorp
Minnesota
$2.37M -$128K -2,585 -5%
NC
185
NewSquare Capital
Pennsylvania
$2.36M +$31.3K +630 +1%
DIA
186
Dean Investment Associates
Ohio
$2.3M -$97.1K -1,957 -4%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$2.3M -$59.9K -1,207 -3%
Stifel Financial
188
Stifel Financial
Missouri
$2.29M +$16.4K +330 +0.7%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$2.28M -$8.31M -167,467 -79%
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.26M +$711K +14,334 +46%
BA
191
Bridgewater Associates
Connecticut
$2.23M +$2.23M +44,983 New
ONB
192
Old National Bancorp
Indiana
$2.23M +$378K +7,617 +20%
TPSF
193
Texas Permanent School Fund
Texas
$2.16M -$169K -3,413 -7%
HW
194
Hancock Whitney
Mississippi
$2.14M -$25.4K -511 -1%
PA
195
Pinnacle Associates
New York
$2.13M -$1.09K -22 -0.1%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$2.12M +$2.12M +42,769 New
SFI
197
Siemens Fonds Invest
Germany
$2.1M +$2.1M +43,118 New
PCM
198
Prana Capital Management
Connecticut
$2.1M -$12.6M -253,373 -86%
MSL
199
Mackay Shields LLC
New York
$2.09M -$864K -17,406 -29%
ERSOT
200
Employees Retirement System of Texas
Texas
$2.07M – – –
6 7
8
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