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Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
276
Kentucky Retirement Systems
Kentucky
$1.1M +$2.69K +42 +0.2%
DT
277
Diversified Trust
Tennessee
$1.1M -$17.6K -275 -2%
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$1.06M +$12.8K +200 +1%
GS
279
GAM Systematic
United Kingdom
$1.04M +$206K +3,219 +25%
CONA
280
Capital One National Association
New York
$1.02M +$177K +2,763 +21%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$1.02M +$39.9K +623 +4%
SCM
282
Shelton Capital Management
Colorado
$1.01M – – –
SAM
283
Shell Asset Management
Netherlands
$984K -$37.2K -580 -4%
Franklin Resources
284
Franklin Resources
California
$980K -$256K -4,000 -21%
N
285
Natixis
France
$975K -$805K -12,558 -45%
AL
286
Airain Ltd
Guernsey
$963K +$963K +15,035 New
LS
287
Livforsakringsbolaget Skandia
Sweden
$958K – – –
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$923K -$670K -10,450 -42%
SFG
289
SevenBridge Financial Group
Pennsylvania
$906K +$26.7K +417 +3%
AIM
290
Assured Investment Management
New York
$891K +$891K +13,906 New
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$864K +$864K +13,209 New
Baird Financial Group
292
Baird Financial Group
Wisconsin
$860K +$41.9K +653 +5%
OMCS
293
Old Mutual Customised Solutions
South Africa
$849K – – –
EHWM
294
Eads & Heald Wealth Management
Georgia
$847K +$6.15K +96 +0.7%
TAF
295
Tredje AP-fonden
Sweden
$841K -$158K -2,452 -16%
LIA
296
LS Investment Advisors
Michigan
$839K +$24.5K +383 +3%
Creative Planning
297
Creative Planning
Kansas
$838K +$320 +5 +0%
VFA
298
Voya Financial Advisors
Connecticut
$826K +$66.7K +1,034 +9%
Massachusetts Financial Services
299
Massachusetts Financial Services
Massachusetts
$796K +$3.46K +54 +0.4%
CSS
300
Cubist Systematic Strategies
Connecticut
$790K +$486K +7,581 +160%
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