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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$38.9M
3
MWNA
Marshall Wace North America
New York
+$29.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$94.3M
2
Harris Associates
Harris Associates
Illinois
-$75.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$71.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.2M
5
State Street
State Street
Massachusetts
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
276
Moody National Bank Trust Division
Texas
$1.18M -$30.5K -500 -3%
LOAMS
277
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.17M +$4.69K +77 +0.4%
LPL Financial
278
LPL Financial
California
$1.17M -$975 -16 -0.1%
RIM
279
Rampart Investment Management
Connecticut
$1.17M +$945K +15,503 +427%
GCP
280
GSA Capital Partners
United Kingdom
$1.17M +$988K +16,228 +559%
UA
281
Unison Advisors
District of Columbia
$1.16M +$7.61K +125 +0.7%
OMCS
282
Old Mutual Customised Solutions
South Africa
$1.15M – – –
NAM
283
Nissay Asset Management
Japan
$1.15M +$9.87K +162 +0.9%
SAM
284
Shell Asset Management
Netherlands
$1.15M – – –
AL
285
AJO LP
Pennsylvania
$1.14M -$1.57M -25,766 -58%
IA
286
IFP Advisors
Florida
$1.13M – – –
CI
287
Cigna Investments
Connecticut
$1.13M +$332K +5,445 +42%
AA
288
ALPS Advisors
Colorado
$1.13M +$1.13M +18,499 New
NB
289
Norinchukin Bank
Japan
$1.11M +$247K +4,058 +29%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$1.09M -$886K -14,546 -45%
WBC
291
Westpac Banking Corp
Australia
$1.07M – – –
PCM
292
Prelude Capital Management
New York
$1.06M +$1.06M +17,315 New
HAM
293
Highstreet Asset Management
Ontario, Canada
$1.05M +$169K +2,770 +19%
ASN
294
Advisory Services Network
Georgia
$1.03M +$30.5K +500 +3%
EMG
295
Ellington Management Group
Connecticut
$1.03M +$792K +13,000 +333%
BA
296
Bridgewater Associates
Connecticut
$1.01M +$1.01M +16,622 New
KC
297
Kepos Capital
New York
$1M – – –
Massachusetts Financial Services
298
Massachusetts Financial Services
Massachusetts
$1M +$24.4K +400 +2%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$999K +$6.09K +100 +0.6%
WAM
300
World Asset Management
Michigan
$985K -$366K -6,014 -27%
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