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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$756K -$10.1K -143 -1%
KI
327
Koch Industries
Kansas
$755K +$354K +5,014 +88%
FI
328
FormulaFolio Investments
Michigan
$750K +$750K +10,623 New
CL
329
Choreo LLC
Illinois
$749K +$141 +2 +0%
LIA
330
LS Investment Advisors
Michigan
$738K -$188K -2,661 -20%
CAM
331
Carret Asset Management
New York
$734K -$7.06K -100 -1%
HB
332
Homrich & Berg
Georgia
$733K +$9.03K +128 +1%
MNG
333
Manning & Napier Group
New York
$724K +$724K +10,276 New
AAM
334
American Asset Management
Florida
$720K – – –
GP
335
Girard Partners
Pennsylvania
$708K +$111K +1,567 +19%
AIM
336
Arcadia Investment Management
Michigan
$704K +$187K +2,650 +36%
W
337
Wealthfront
California
$704K +$256K +3,630 +57%
FAN
338
Financial Advisors Network
California
$691K +$564 +8 +0.1%
MYLI
339
Meiji Yasuda Life Insurance
Japan
$686K +$170K +2,404 +33%
OI
340
Oakbrook Investments
Illinois
$681K -$663K -9,400 -49%
II
341
IFM Investors
Australia
$667K – – –
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$658K -$353K -5,000 -35%
TFA
343
Transamerica Financial Advisors
Florida
$643K -$6.63K -94 -1%
NB
344
Nicolet Bankshares
Wisconsin
$640K -$49.4K -700 -7%
PP
345
Paloma Partners
Connecticut
$638K +$234K +3,312 +58%
BOH
346
Bank of Hawaii
Hawaii
$620K -$11.2K -159 -2%
GC
347
Gilbert & Cook
Iowa
$618K -$186K -2,640 -23%
FNT
348
First National Trust
Pennsylvania
$618K +$618K +8,756 New
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$616K +$147K +2,082 +31%
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$607K +$106K +1,500 +21%
12 13
14
15 16