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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$610K 13,800 -1,700 -11%
VIA
277
Vident Investment Advisory
Georgia
$609K 13,773 +8,646 +169%
B
278
Barings
North Carolina
$604K 13,664 – –
Creative Planning
279
Creative Planning
Kansas
$601K 13,618 +893 +7%
Public Sector Pension Investment Board (PSP Investments)
280
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$601K 13,611 +1,200 +10%
RIG
281
Roosevelt Investment Group
New York
$599K 13,568 +13,568 New
CIBC World Market
282
CIBC World Market
Ontario, Canada
$598K 13,542 +2,639 +24%
AWM
283
Alterna Wealth Management
Texas
$595K 9,287 +9,287 New
EOJOAM
284
E. Ohman J:or Asset Management
Sweden
$592K 13,400 – –
GIA
285
Gateway Investment Advisers
Ohio
$582K 13,178 +67 +0.5%
ANRIA
286
American National Registered Investment Advisor
Texas
$564K 12,763 -400 -3%
EHWM
287
Eads & Heald Wealth Management
Georgia
$559K 12,655 -940 -7%
M&T Bank
288
M&T Bank
New York
$553K 12,525 +631 +5%
MHS
289
M Holdings Securities
Oregon
$543K 12,287 +4,680 +62%
GWM
290
Geneos Wealth Management
Colorado
$525K 12,062 +4,140 +52%
VFA
291
Voya Financial Advisors
Connecticut
$512K 11,752 +495 +4%
SC
292
SRB Corp
Massachusetts
$511K 11,569 +1,936 +20%
KRS
293
Kentucky Retirement Systems
Kentucky
$506K 11,450 +173 +2%
I
294
IberiaBank
Louisiana
$504K 11,408 -94,532 -89%
TC
295
TownSquare Capital
Utah
$504K 10,320 +10,320 New
OAMU
296
Ostrum Asset Management US
New York
$504K 11,409 +11,409 New
HighTower Advisors
297
HighTower Advisors
Illinois
$499K 11,196 -1,246 -10%
AQA
298
Alpha Quant Advisors
Texas
$498K 11,265 +11,265 New
VAG
299
VisionPoint Advisory Group
Texas
$489K 11,082 +11,082 New
FBFS
300
First Business Financial Services
Wisconsin
$479K 10,836 -409 -4%
10 11
12
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