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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$858K 19,432 -2,040 -10%
Acadian Asset Management
252
Acadian Asset Management
Massachusetts
$855K 19,332 +18,397 +1,968%
RT
253
Rockland Trust
Massachusetts
$847K 19,181 -656 -3%
PT
254
Plimoth Trust
Massachusetts
$836K 18,922 +535 +3%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$827K 18,726 -1,564 -8%
WI
256
WBI Investments
New Jersey
$824K 18,651 -334,481 -95%
OSNBOA
257
Old Second National Bank of Aurora
Illinois
$824K 18,658 -14,708 -44%
CCM
258
Cadence Capital Management
Massachusetts
$819K 18,536 -25,620 -58%
ACS
259
Archford Capital Strategies
Illinois
$777K 17,581 -45 -0.3%
II
260
IFM Investors
Australia
$777K 17,580 +1,255 +8%
WBC
261
Westpac Banking Corp
Australia
$775K 17,541 – –
Massachusetts Financial Services
262
Massachusetts Financial Services
Massachusetts
$772K 17,470 +946 +6%
IFWM
263
Institute for Wealth Management
Colorado
$738K 16,844 +16,844 New
WA
264
WESPAC Advisors
California
$723K 16,363 +16,363 New
FNT
265
First National Trust
Pennsylvania
$709K 16,040 -12,956 -45%
IG
266
ING Group
Netherlands
$708K 16,022 -12,709 -44%
WAM
267
World Asset Management
Michigan
$700K 15,842 -546 -3%
SCM
268
Shelton Capital Management
Colorado
$693K 15,691 – –
SIM
269
Sentry Investment Management
Wisconsin
$682K 15,440 +15,440 New
ZIG
270
Zurich Insurance Group
Switzerland
$680K 15,400 – –
LIA
271
LS Investment Advisors
Michigan
$676K 15,306 +4,409 +40%
Stifel Financial
272
Stifel Financial
Missouri
$643K 14,563 +21 +0.1%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$634K 14,361 -7,370 -34%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$634K 14,343 -3,788 -21%
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
$625K 14,143 +14,143 New
9 10
11
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