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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
CMO
226
Covenant Multifamily Offices
Texas
$1.81M 34,169 +3,831 +13%
UB
227
UMB Bank
Missouri
$1.79M 33,891 -48,883 -59%
GP
228
Girard Partners
Pennsylvania
$1.79M 33,702 +13,100 +64%
DIA
229
Dean Investment Associates
Ohio
$1.76M 33,323 +1,896 +6%
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$1.74M 32,930 +655 +2%
FWIA
231
Fort Washington Investment Advisors
Ohio
$1.73M 32,720 – –
O
232
OppenheimerFunds
New York
$1.63M 30,707 +425 +1%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$1.6M 30,143 -5,058 -14%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M 30,000 – –
MCM
235
Mainstay Capital Management
Michigan
$1.57M 29,590 -1,937 -6%
Macquarie Group
236
Macquarie Group
Australia
$1.56M 29,480 +3,360 +13%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$1.55M 29,248 +228 +0.8%
OTPPB
238
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.55M 29,243 -111,425 -79%
IA
239
Icon Advisers
Colorado
$1.53M 28,800 +28,800 New
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M 27,881 +3,776 +16%
AAM
241
Advisors Asset Management
Colorado
$1.45M 27,352 -12,787 -32%
NC
242
NewSquare Capital
Pennsylvania
$1.44M 26,727 +4,654 +21%
SAM
243
Securian Asset Management
Minnesota
$1.43M 26,968 -100 -0.4%
MERSOM
244
Municipal Employees' Retirement System of Michigan
Michigan
$1.43M 26,970 +20,030 +289%
MWNA
245
Marshall Wace North America
New York
$1.42M 26,715 -615,426 -96%
RIM
246
Redpoint Investment Management
Australia
$1.4M 26,349 -990 -4%
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$1.34M 21,927 – –
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$1.33M 25,089 +887 +4%
NMERB
249
New Mexico Educational Retirement Board
New Mexico
$1.31M 24,804 -800 -3%
Citadel Advisors
250
Citadel Advisors
Florida
$1.29M 24,354 -37,998 -61%
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