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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCSB
251
Bristol County Savings Bank
Massachusetts
$1.49M +$1.49M +23,130 New
Nomura Holdings
252
Nomura Holdings
Japan
$1.45M +$57.5K +894 +4%
WGCA
253
Wolf Group Capital Advisors
Virginia
$1.43M -$343K -5,095 -19%
COPPSERS
254
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M +$125K +1,941 +10%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$1.4M -$85K -1,322 -6%
ZCA
256
Zeke Capital Advisors
Pennsylvania
$1.39M +$788K +12,253 +132%
Axa
257
Axa
France
$1.37M +$1.02M +15,829 +290%
CSS
258
Cubist Systematic Strategies
Connecticut
$1.33M +$537K +8,339 +68%
NC
259
NewSquare Capital
Pennsylvania
$1.33M -$33.8K -526 -2%
ANRIA
260
American National Registered Investment Advisor
Texas
$1.29M -$428K -6,650 -25%
MNBTD
261
Moody National Bank Trust Division
Texas
$1.29M -$428K -6,650 -25%
SDIC
262
South Dakota Investment Council
South Dakota
$1.28M +$1.28M +19,900 New
CG
263
Clinton Group
New York
$1.28M +$1.28M +19,865 New
LTFS
264
Ladenburg Thalmann Financial Services
Florida
$1.25M +$60.4K +939 +5%
HAM
265
Highstreet Asset Management
Ontario, Canada
$1.23M -$146K -2,267 -11%
ACS
266
Archford Capital Strategies
Illinois
$1.23M +$80.1K +1,245 +7%
OI
267
Oakbrook Investments
Illinois
$1.23M +$1.23M +19,050 New
LPL Financial
268
LPL Financial
California
$1.19M -$404K -6,283 -25%
GS
269
GAM Systematic
United Kingdom
$1.17M +$127K +1,970 +12%
VIA
270
Virtus Investment Advisers
Connecticut
$1.13M -$57K -887 -5%
WBC
271
Westpac Banking Corp
Australia
$1.13M -$38.3K -596 -3%
SO
272
STRS Ohio
Ohio
$1.12M -$15.6K -242 -1%
IA
273
IFP Advisors
Florida
$1.11M -$96K -1,493 -8%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$1.08M +$59.4K +923 +6%
QT
275
Quantbot Technologies
New York
$1.08M +$331K +5,137 +44%
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