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Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
326
Dean Investment Associates
Ohio
$571K -$456K -7,116 -44%
II
327
IFM Investors
Australia
$561K +$124K +1,936 +28%
GP
328
Girard Partners
Pennsylvania
$555K +$103K +1,601 +23%
HB
329
Homrich & Berg
Georgia
$552K +$552K +8,614 New
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$550K +$105K +1,635 +24%
Neuberger Berman Group
331
Neuberger Berman Group
New York
$547K +$17K +266 +3%
VKH
332
Virtu KCG Holdings
New York
$546K +$25.9K +405 +5%
Envestnet Asset Management
333
Envestnet Asset Management
Illinois
$545K +$1.53K +24 +0.3%
Verition Fund Management
334
Verition Fund Management
Connecticut
$539K +$539K +8,418 New
FBFS
335
First Business Financial Services
Wisconsin
$527K – – –
MAM
336
Martingale Asset Management
Massachusetts
$524K +$524K +8,164 New
Arrowstreet Capital
337
Arrowstreet Capital
Massachusetts
$519K +$519K +8,100 New
IAM
338
Integre Asset Management
New York
$518K – – –
CIA
339
Capital Investment Advisors
Georgia
$507K -$18.4K -287 -4%
W
340
Wealthfront
California
$507K +$52.6K +821 +12%
BF
341
BOK Financial
Oklahoma
$506K -$45K -702 -8%
AIA
342
Allegis Investment Advisors
Idaho
$505K +$505K +7,887 New
CL
343
Choreo LLC
Illinois
$500K -$12.8K -199 -2%
SGI
344
Summit Global Investments
Utah
$495K -$431K -6,728 -47%
VIM
345
Veritas Investment Management
United Kingdom
$492K – – –
MAM
346
Meeder Asset Management
Ohio
$491K -$2.81M -43,848 -85%
OAM
347
Oppenheimer Asset Management
New York
$485K -$79.7K -1,244 -14%
Balyasny Asset Management
348
Balyasny Asset Management
Illinois
$474K -$9.56M -149,276 -95%
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$470K +$7.17K +112 +2%
IRF
350
IBM Retirement Fund
New York
$470K +$256K +3,568 +119%
12 13
14
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