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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
326
Legacy Bridge
Iowa
$353K +$353K +8,000 New
ARTA
327
A.R.T. Advisors
New York
$353K +$353K +8,000 New
CI
328
Cigna Investments
Connecticut
$352K -$1.2K -27 -0.3%
PP
329
Palladium Partners
Virginia
$348K -$3.52M -79,608 -91%
AFP
330
Ausdal Financial Partners
Iowa
$347K +$347K +7,855 New
BF
331
BOK Financial
Oklahoma
$344K +$13.3K +301 +4%
ZCM
332
Zebra Capital Management
Connecticut
$336K -$45.4K -1,028 -12%
CIA
333
Capital Investment Advisors
Georgia
$336K -$11K -248 -3%
ACM
334
AlphaCrest Capital Management
New York
$336K +$336K +7,600 New
ECM
335
Everence Capital Management
Indiana
$335K – – –
FAN
336
Financial Advisors Network
California
$333K +$333K +7,538 New
FDS
337
Freedom Day Solutions
Texas
$322K -$381K -8,617 -54%
MYAM
338
Meiji Yasuda Asset Management
Japan
$322K +$154K +3,500 +92%
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$321K +$26.2K +591 +9%
AIC
340
Archer Investment Corporation
Indiana
$309K +$309K +7,000 New
PP
341
Prudential plc
United Kingdom
$296K – – –
SPIA
342
Steward Partners Investment Advisory
New York
$288K -$1.32K -30 -0.5%
SF
343
Synovus Financial
Georgia
$275K -$14K -317 -5%
PCMC
344
Paragon Capital Management (Colorado)
Colorado
$275K +$101K +2,283 +58%
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K -$234K -5,312 -47%
AssetMark Inc
346
AssetMark Inc
California
$265K -$8.6M -195,024 -97%
AWM
347
AE Wealth Management
Kansas
$261K -$66K -1,496 -20%
American Century Companies
348
American Century Companies
Missouri
$259K -$3.54K -80 -1%
NWM
349
Northwest Wealth Management
Iowa
$252K +$88 +2 +0%
CL
350
Choreo LLC
Illinois
$247K -$150K -3,392 -38%
12 13
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