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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 %
UA
276
Unison Advisors
District of Columbia
$1.33M 18,853 +18,853 New
SAM
277
Shell Asset Management
Netherlands
$1.33M 18,804 +7,012 +59%
NAM
278
Nissay Asset Management
Japan
$1.32M 18,663 +18,663 New
SO
279
STRS Ohio
Ohio
$1.25M 17,693 +273 +2%
WBC
280
Westpac Banking Corp
Australia
$1.24M 17,541 – –
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$1.22M 17,340 +2,942 +20%
GH
282
GAM Holding
Switzerland
$1.22M 17,131 +17,131 New
ACS
283
Archford Capital Strategies
Illinois
$1.2M 16,993 -2,091 -11%
GFPC
284
Global Financial Private Capital
Florida
$1.17M 16,635 +16,635 New
KRS
285
Kentucky Retirement Systems
Kentucky
$1.17M 16,560 +102 +0.6%
KC
286
Kepos Capital
New York
$1.16M 16,487 +16,487 New
ASN
287
Advisory Services Network
Georgia
$1.16M 16,474 +4,225 +34%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$1.15M 16,300 -500 -3%
VIA
289
Virtus Investment Advisers
Connecticut
$1.14M 16,164 -1,407 -8%
Massachusetts Financial Services
290
Massachusetts Financial Services
Massachusetts
$1.13M 16,038 +3,120 +24%
IA
291
IFP Advisors
Florida
$1.13M 16,014 -1,289 -7%
SGI
292
Summit Global Investments
Utah
$1.13M 15,990 -186 -1%
Natixis Advisors
293
Natixis Advisors
Massachusetts
$1.11M 15,727 -1,121 -7%
SFG
294
SevenBridge Financial Group
Pennsylvania
$1.11M 15,723 +375 +2%
SCM
295
Shelton Capital Management
Colorado
$1.11M 15,691 – –
GIA
296
Gargoyle Investment Advisor
New Jersey
$1.1M 15,623 +15,623 New
QSS
297
Quantitative Systematic Strategies
Florida
$1.09M 15,396 +15,396 New
Verition Fund Management
298
Verition Fund Management
Connecticut
$1.09M 15,374 -8,015 -34%
Franklin Resources
299
Franklin Resources
California
$1.08M 15,300 – –
Baird Financial Group
300
Baird Financial Group
Wisconsin
$1.06M 15,051 -822 -5%
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12
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