PFG icon

Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$1.79M 25,347 -415 -2%
ZCA
252
Zeke Capital Advisors
Pennsylvania
$1.77M 25,047 +3,507 +16%
RCM
253
Riverhead Capital Management
Delaware
$1.76M 24,918 -30,778 -55%
DIA
254
Dean Investment Associates
Ohio
$1.76M 24,920 +383 +2%
GAM
255
Gotham Asset Management
New York
$1.74M 24,684 +24,684 New
BCSB
256
Bristol County Savings Bank
Massachusetts
$1.73M 24,480 +1,350 +6%
Stifel Financial
257
Stifel Financial
Missouri
$1.71M 24,196 -1,206 -5%
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7M 24,021 +2,166 +10%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$1.67M 23,701 +14,598 +160%
PS
260
Pensionfund Sabic
Netherlands
$1.62M 23,000 +23,000 New
FCM
261
Flinton Capital Management
Pennsylvania
$1.59M 22,576 -27,616 -55%
CGH
262
Crossmark Global Holdings
Texas
$1.58M 22,337 -5,278 -19%
WAM
263
World Asset Management
Michigan
$1.57M 22,185 -1,778 -7%
WGCA
264
Wolf Group Capital Advisors
Virginia
$1.55M 21,950 +673 +3%
CONA
265
Capital One National Association
New York
$1.53M 21,619 +5,183 +32%
NC
266
NewSquare Capital
Pennsylvania
$1.47M 20,862 +237 +1%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$1.43M 20,258 -1,513 -7%
ANRIA
268
American National Registered Investment Advisor
Texas
$1.41M 19,938 -175 -0.9%
LTFS
269
Ladenburg Thalmann Financial Services
Florida
$1.41M 19,943 +480 +2%
Nomura Holdings
270
Nomura Holdings
Japan
$1.4M 19,888 -2,611 -12%
SDIC
271
South Dakota Investment Council
South Dakota
$1.4M 19,900 – –
MNBTD
272
Moody National Bank Trust Division
Texas
$1.4M 19,820 -175 -0.9%
LPL Financial
273
LPL Financial
California
$1.36M 19,207 +735 +4%
LOAMS
274
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.35M 19,132 +6,683 +54%
OMCS
275
Old Mutual Customised Solutions
South Africa
$1.34M 18,945 +5,700 +43%
9 10
11
12 13