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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 %
SFG
301
SevenBridge Financial Group
Pennsylvania
$731K 13,813 -1,448 -9%
GIA
302
Gateway Investment Advisers
Ohio
$729K 13,766 -1,209 -8%
B
303
Barings
North Carolina
$724K 13,664 – –
HB
304
Homrich & Berg
Georgia
$718K 13,555 +1,359 +11%
HighTower Advisors
305
HighTower Advisors
Illinois
$708K 13,597 -33,262 -71%
LS
306
Livforsakringsbolaget Skandia
Sweden
$701K 13,241 – –
EHWM
307
Eads & Heald Wealth Management
Georgia
$681K 12,863 -80 -0.6%
Creative Planning
308
Creative Planning
Kansas
$667K 12,605 +1,098 +10%
HI
309
HBK Investments
Texas
$656K 12,391 -63,609 -84%
W
310
Wealthfront
California
$645K 12,176 +5,966 +96%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$636K 12,018 +1,048 +10%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$620K 11,700 +3,100 +36%
VFA
313
Voya Financial Advisors
Connecticut
$617K 11,650 +398 +4%
ASN
314
Advisory Services Network
Georgia
$615K 11,084 -5,890 -35%
KRS
315
Kentucky Retirement Systems
Kentucky
$599K 11,308 -2,750 -20%
Group One Trading
316
Group One Trading
Illinois
$598K 11,301 +10,159 +890%
FBFS
317
First Business Financial Services
Wisconsin
$595K 11,245 -157 -1%
AIM
318
Achmea Investment Management
Netherlands
$575K 10,864 -38,977 -78%
LIA
319
LS Investment Advisors
Michigan
$569K 10,743 -77 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$568K 10,725 -186,900 -95%
SO
321
STRS Ohio
Ohio
$564K 10,669 -10,130 -49%
LMGAM
322
Liberty Mutual Group Asset Management
Massachusetts
$564K 10,646 -65 -0.6%
Natixis Advisors
323
Natixis Advisors
Massachusetts
$559K 10,560 -3,626 -26%
HIC
324
Holderness Investments Company
North Carolina
$554K 10,470 – –
OI
325
Oakbrook Investments
Illinois
$554K 10,470 +10,470 New
11 12
13
14 15