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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Paloma Partners
Connecticut
$833K +$833K +14,209 New
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$805K +$101K +1,718 +14%
B
278
Barings
North Carolina
$801K – – –
EHWM
279
Eads & Heald Wealth Management
Georgia
$797K +$42.9K +732 +6%
EOJOAM
280
E. Ohman J:or Asset Management
Sweden
$785K +$99.6K +1,700 +15%
OTPPB
281
Ontario Teachers' Pension Plan Board
Ontario, Canada
$780K -$933K -15,928 -54%
VCM
282
Virtue Capital Management
Tennessee
$775K +$306K +5,229 +65%
ANRIA
283
American National Registered Investment Advisor
Texas
$771K -$119K -2,025 -13%
GIA
284
Gateway Investment Advisers
Ohio
$768K -$38.4K -655 -5%
Creative Planning
285
Creative Planning
Kansas
$746K +$7.04K +120 +1%
HAM
286
Highstreet Asset Management
Ontario, Canada
$742K -$168K -2,873 -18%
Public Sector Pension Investment Board (PSP Investments)
287
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$727K -$1.97M -33,600 -73%
HighTower Advisors
288
HighTower Advisors
Illinois
$727K -$67.5K -1,155 -8%
MNG
289
Manning & Napier Group
New York
$725K +$118K +2,016 +19%
M&T Bank
290
M&T Bank
New York
$697K -$141K -2,405 -17%
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$669K +$643K +10,962 +2,447%
ASN
292
Advisory Services Network
Georgia
$662K +$12.7K +217 +2%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$662K +$177K +3,024 +36%
KRS
294
Kentucky Retirement Systems
Kentucky
$661K -$1.82K -31 -0.3%
VFA
295
Voya Financial Advisors
Connecticut
$660K -$23K -393 -3%
FBFS
296
First Business Financial Services
Wisconsin
$659K – – –
Natixis Advisors
297
Natixis Advisors
Massachusetts
$657K +$37.9K +647 +6%
SFG
298
SevenBridge Financial Group
Pennsylvania
$649K -$160K -2,737 -20%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$639K +$338K +5,767 +112%
LIA
300
LS Investment Advisors
Michigan
$638K +$9.02K +154 +1%
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