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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.

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 %
LMGAM
301
Liberty Mutual Group Asset Management
Massachusetts
$624K – – –
Verition Fund Management
302
Verition Fund Management
Connecticut
$623K -$742K -12,663 -54%
HIC
303
Holderness Investments Company
North Carolina
$613K – – –
CAM
304
Carret Asset Management
New York
$609K – – –
PI
305
PEAK6 Investments
Illinois
$599K +$599K +10,229 New
FHB
306
First Hawaiian Bank
Hawaii
$595K +$595K +10,158 New
BOH
307
Bank of Hawaii
Hawaii
$593K +$17.6K +300 +3%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$588K +$14.7K +250 +3%
HCM
309
Highbridge Capital Management
New York
$585K +$585K +9,980 New
LS
310
Livforsakringsbolaget Skandia
Sweden
$583K -$194K -3,300 -25%
SRAM
311
Stone Ridge Asset Management
New York
$581K +$46K +786 +9%
AAM
312
American Asset Management
Florida
$580K – – –
SC
313
SRB Corp
Massachusetts
$565K +$36.2K +618 +7%
NIMI
314
Natixis Investment Managers International
France
$560K +$71.6K +1,222 +15%
LP
315
LMR Partners
United Kingdom
$550K +$550K +9,390 New
JIC
316
Johnson Investment Counsel
Ohio
$542K -$15.8K -270 -3%
GC
317
Gilbert & Cook
Iowa
$533K +$17.7K +302 +3%
AGA
318
Accuvest Global Advisors
Utah
$531K +$155K +2,650 +41%
CL
319
Choreo LLC
Illinois
$526K -$24.7K -422 -4%
D.E. Shaw & Co
320
D.E. Shaw & Co
New York
$516K -$6.59M -112,399 -93%
FA
321
FDx Advisors
Illinois
$510K -$483K -8,255 -49%
RWA
322
Redhawk Wealth Advisors
Minnesota
$510K +$510K +8,705 New
ZCM
323
Zebra Capital Management
Connecticut
$506K -$369K -6,298 -42%
QIM
324
Quantitative Investment Management
Virginia
$492K -$87.9K -1,500 -15%
GIA
325
Gargoyle Investment Advisor
New Jersey
$480K -$435K -7,423 -48%
11 12
13
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