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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 %
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$1.08M +$12.9K +200 +1%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.06M -$46.7K -725 -4%
CONA
278
Capital One National Association
New York
$1.06M +$32.9K +511 +3%
CAG
279
Csenge Advisory Group
Florida
$1.06M +$1.06M +16,439 New
SGI
280
Summit Global Investments
Utah
$1.04M +$544K +8,447 +109%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$1.02M +$158K +2,455 +18%
SCM
282
Shelton Capital Management
Colorado
$1.01M – – –
SFG
283
SevenBridge Financial Group
Pennsylvania
$987K +$77.7K +1,209 +9%
Franklin Resources
284
Franklin Resources
California
$984K – – –
CTA
285
Chesley Taft & Associates
Illinois
$962K +$962K +14,952 New
LS
286
Livforsakringsbolaget Skandia
Sweden
$961K – – –
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$926K -$272K -4,233 -23%
GCP
288
GSA Capital Partners
United Kingdom
$925K +$150K +2,332 +19%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$922K -$4.63K -72 -0.5%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$880K -$67 -1 -0%
EHWM
291
Eads & Heald Wealth Management
Georgia
$863K +$13.2K +205 +2%
OMCS
292
Old Mutual Customised Solutions
South Africa
$852K – – –
LIA
293
LS Investment Advisors
Michigan
$844K +$2.12K +33 +0.3%
Massachusetts Financial Services
294
Massachusetts Financial Services
Massachusetts
$831K +$31.8K +494 +4%
WG
295
Winton Group
United Kingdom
$819K +$59.1K +919 +8%
NB
296
Norinchukin Bank
Japan
$815K +$134K +2,075 +20%
M&T Bank
297
M&T Bank
New York
$805K +$80.4K +1,250 +11%
LOAMS
298
Lombard Odier Asset Management (Switzerland)
Switzerland
$801K -$1.07M -16,557 -57%
ASN
299
Advisory Services Network
Georgia
$788K +$50.6K +786 +7%
Creative Planning
300
Creative Planning
Kansas
$785K -$56K -871 -7%
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