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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
276
World Asset Management
Michigan
$1.06M +$25.3K +443 +2%
SRAM
277
Stone Ridge Asset Management
New York
$1.05M -$674K -11,800 -39%
CFB
278
Cullen/Frost Bankers
Texas
$1.03M +$572K +10,014 +124%
CI
279
CX Institutional
Indiana
$1.02M -$192K -3,355 -16%
WA
280
WESPAC Advisors
California
$999K -$595K -10,417 -37%
ACS
281
Archford Capital Strategies
Illinois
$999K +$1.14K +20 +0.1%
ACM
282
AlphaCrest Capital Management
New York
$972K +$972K +17,014 New
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$970K +$127K +2,224 +15%
HB
284
Homrich & Berg
Georgia
$963K +$88.3K +1,545 +10%
Massachusetts Financial Services
285
Massachusetts Financial Services
Massachusetts
$950K +$3.66K +64 +0.4%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$949K +$80.4K +1,407 +9%
IG
287
ING Group
Netherlands
$925K -$1.29M -22,564 -58%
AIM
288
Achmea Investment Management
Netherlands
$923K – – –
Creative Planning
289
Creative Planning
Kansas
$904K +$55.3K +968 +7%
TI
290
Trexquant Investment
Connecticut
$903K +$121K +2,115 +15%
SCM
291
Shelton Capital Management
Colorado
$897K – – –
SLF
292
Sun Life Financial
Ontario, Canada
$870K +$186K +3,262 +27%
LIA
293
LS Investment Advisors
Michigan
$859K -$36.2K -633 -4%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$822K -$567K -9,922 -41%
BTS
295
BB&T Securities
Virginia
$810K -$72.7K -1,297 -8%
SEI Investments
296
SEI Investments
Pennsylvania
$805K -$278K -4,875 -26%
MYAM
297
Meiji Yasuda Asset Management
Japan
$802K +$74.2K +1,298 +10%
RIG
298
Roosevelt Investment Group
New York
$770K – – –
KRS
299
Kentucky Retirement Systems
Kentucky
$759K +$69.8K +1,222 +10%
S
300
Seeyond
France
$753K -$35.3K -617 -4%
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12
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