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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 %
HW
251
Hancock Whitney
Mississippi
$1.22M 20,863 +20,863 New
CWM
252
Cornerstone Wealth Management
Missouri
$1.21M 80,641 +38,194 +90%
NAM
253
Nissay Asset Management
Japan
$1.21M 20,602 +508 +3%
NB
254
Norinchukin Bank
Japan
$1.2M 20,507 +2,348 +13%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$1.19M 20,290 +155 +0.8%
SDIC
256
South Dakota Investment Council
South Dakota
$1.17M 19,900 – –
W
257
Wealthfront
California
$1.17M 19,907 +7,731 +63%
RT
258
Rockland Trust
Massachusetts
$1.16M 19,837 +642 +3%
SAM
259
Shell Asset Management
Netherlands
$1.15M 19,583 -2,157 -10%
UA
260
Unison Advisors
District of Columbia
$1.13M 19,322 +182 +1%
PT
261
Plimoth Trust
Massachusetts
$1.08M 18,387 +2,005 +12%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$1.06M 18,131 -589 -3%
ACS
263
Archford Capital Strategies
Illinois
$1.03M 17,626 -409 -2%
WBC
264
Westpac Banking Corp
Australia
$1.03M 17,541 – –
Massachusetts Financial Services
265
Massachusetts Financial Services
Massachusetts
$968K 16,524 +251 +2%
WAM
266
World Asset Management
Michigan
$960K 16,388 -27 -0.2%
II
267
IFM Investors
Australia
$956K 16,325 +2,103 +15%
FDS
268
Freedom Day Solutions
Texas
$932K 15,901 +38 +0.2%
TSS
269
Two Sigma Securities
New York
$921K 15,713 +7,228 +85%
SCM
270
Shelton Capital Management
Colorado
$919K 15,691 – –
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$908K 15,500 -200 -1%
ZIG
272
Zurich Insurance Group
Switzerland
$902K 15,400 – –
HB
273
Homrich & Berg
Georgia
$869K 14,835 +1,280 +9%
Stifel Financial
274
Stifel Financial
Missouri
$861K 14,542 -3,428 -19%
Jane Street
275
Jane Street
New York
$857K 14,626 +14,626 New
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11
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