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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 %
MNG
301
Manning & Napier Group
New York
$750K +$856 +15 +0.1%
CCM
302
Cadence Capital Management
Massachusetts
$743K +$33.5K +586 +5%
Mariner
303
Mariner
Kansas
$733K -$32.7K -572 -4%
ANRIA
304
American National Registered Investment Advisor
Texas
$726K – – –
B
305
Barings
North Carolina
$718K – – –
MYLI
306
Meiji Yasuda Life Insurance
Japan
$718K +$25.1K +440 +4%
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$714K -$28.6K -500 -4%
EHWM
308
Eads & Heald Wealth Management
Georgia
$712K -$18.6K -325 -3%
GCP
309
GSA Capital Partners
United Kingdom
$711K +$711K +12,442 New
CC
310
Cipher Capital
New York
$709K +$709K +12,419 New
FAN
311
Financial Advisors Network
California
$708K +$17.8K +311 +3%
TC
312
Trilogy Capital
California
$708K +$49.6K +906 +8%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$703K +$44K +770 +7%
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$678K -$81K -1,418 -11%
IWA
315
IBEX Wealth Advisors
New Jersey
$678K -$3.43K -60 -0.5%
GC
316
Gilbert & Cook
Iowa
$674K -$69.8K -1,221 -9%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$666K – – –
EOJOAM
318
E. Ohman J:or Asset Management
Sweden
$663K – – –
AP
319
Advisor Partners
California
$658K +$57.3K +1,004 +10%
VIA
320
Vident Investment Advisory
Georgia
$649K -$110K -1,928 -15%
ECM
321
Element Capital Management
New York
$646K +$646K +11,303 New
PP
322
Paloma Partners
Connecticut
$642K +$642K +11,242 New
LS
323
Livforsakringsbolaget Skandia
Sweden
$637K – – –
Neuberger Berman Group
324
Neuberger Berman Group
New York
$637K +$146K +2,555 +30%
MC
325
Machina Capital
France
$626K +$481K +8,415 +332%
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