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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
276
Simplicity Solutions
Minnesota
$922K 17,428 +17,428 New
FA
277
FDx Advisors
Illinois
$898K 16,967 +12,228 +258%
WAM
278
World Asset Management
Michigan
$869K 16,415 +244 +2%
PT
279
Plimoth Trust
Massachusetts
$867K 16,382 +3,740 +30%
Massachusetts Financial Services
280
Massachusetts Financial Services
Massachusetts
$862K 16,273 -165 -1%
FDS
281
Freedom Day Solutions
Texas
$840K 15,863 +502 +3%
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$831K 15,700 -700 -4%
SCM
283
Shelton Capital Management
Colorado
$831K 15,691 – –
GIA
284
Gargoyle Investment Advisor
New Jersey
$827K 15,623 – –
HAM
285
Highstreet Asset Management
Ontario, Canada
$822K 15,533 -1,648 -10%
ZIG
286
Zurich Insurance Group
Switzerland
$815K 15,400 – –
CC
287
Cipher Capital
New York
$815K 15,393 +15,393 New
MNBTD
288
Moody National Bank Trust Division
Texas
$806K 15,230 -4,090 -21%
SIS
289
Sound Income Strategies
Florida
$805K 15,211 +4,499 +42%
ANRIA
290
American National Registered Investment Advisor
Texas
$804K 15,188 -4,175 -22%
CWM
291
Cornerstone Wealth Management
Missouri
$803K 42,447 +42,447 New
Mariner
292
Mariner
Kansas
$795K 15,008 +15,008 New
RIM
293
Rampart Investment Management
Connecticut
$793K 14,976 -4,159 -22%
ZCM
294
Zebra Capital Management
Connecticut
$791K 14,931 +14,931 New
ARTA
295
A.R.T. Advisors
New York
$788K 14,900 -10,000 -40%
KC
296
Kepos Capital
New York
$774K 14,626 -1,861 -11%
JIM
297
Jupiter Investment Management
United Kingdom
$771K 14,577 -977,956 -99%
QT
298
Quantbot Technologies
New York
$763K 14,419 +14,419 New
M&T Bank
299
M&T Bank
New York
$757K 14,299 +2,400 +20%
II
300
IFM Investors
Australia
$753K 14,222 +4,318 +44%
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