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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
NC
226
NewSquare Capital
Pennsylvania
$1.72M 29,388 +2,661 +10%
Macquarie Group
227
Macquarie Group
Australia
$1.72M 29,320 -160 -0.5%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$1.71M 29,248 – –
FNT
229
First National Trust
Pennsylvania
$1.7M 28,996 -7,803 -21%
IG
230
ING Group
Netherlands
$1.68M 28,731 +28,731 New
Citigroup
231
Citigroup
New York
$1.68M 28,635 -126,345 -82%
OI
232
Oakbrook Investments
Illinois
$1.67M 28,490 +18,020 +172%
TRSOTSOK
233
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M 28,250 -1,750 -6%
MCM
234
Mainstay Capital Management
Michigan
$1.65M 28,132 -1,458 -5%
SEI Investments
235
SEI Investments
Pennsylvania
$1.65M 28,038 -21,255 -43%
AAM
236
Advisors Asset Management
Colorado
$1.59M 27,087 -265 -1%
SAM
237
Securian Asset Management
Minnesota
$1.57M 26,835 -133 -0.5%
RIM
238
Redpoint Investment Management
Australia
$1.54M 26,349 – –
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$1.52M 25,952 -163,267 -86%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$1.46M 24,950 -139 -0.6%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$1.45M 24,806 +1,095 +5%
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$1.42M 24,161 +2,234 +10%
NMERB
243
New Mexico Educational Retirement Board
New Mexico
$1.39M 23,704 -1,100 -4%
OAM
244
Oppenheimer Asset Management
New York
$1.36M 23,276 +23,276 New
SLF
245
Sun Life Financial
Ontario, Canada
$1.29M 22,002 +21,280 +2,947%
EI
246
EDMP Inc
Florida
$1.29M 21,935 +21,935 New
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M 21,731 -6,150 -22%
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$1.27M 21,654 +253 +1%
SIS
249
Sound Income Strategies
Florida
$1.26M 21,472 +6,261 +41%
Holocene Advisors
250
Holocene Advisors
New York
$1.25M 21,297 +11,676 +121%
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