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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.

New
Increased
Maintained
Reduced
Closed
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 %
Assenagon Asset Management
326
Assenagon Asset Management
Luxembourg
$626K +$626K +10,954 New
CSS
327
Cubist Systematic Strategies
Connecticut
$624K -$569K -9,956 -48%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$614K -$229 -4 -0%
IFWM
329
Institute for Wealth Management
Colorado
$607K -$93.5K -1,637 -13%
FBFS
330
First Business Financial Services
Wisconsin
$601K – – –
ECM
331
ExodusPoint Capital Management
New York
$595K +$375K +6,568 +171%
HighTower Advisors
332
HighTower Advisors
Illinois
$592K -$1.12M -19,765 -66%
TCM
333
Twin Capital Management
Pennsylvania
$589K -$30.9K -540 -5%
Loomis, Sayles & Company
334
Loomis, Sayles & Company
Massachusetts
$583K -$1.13M -19,736 -66%
HIC
335
Holderness Investments Company
North Carolina
$570K -$2.92K -51 -0.5%
CIA
336
CSat Investment Advisory
Michigan
$570K +$230K +4,039 +68%
VAG
337
VisionPoint Advisory Group
Texas
$564K -$10.5K -192 -2%
NMIMC
338
Northwestern Mutual Investment Management Company
Wisconsin
$564K +$2.74K +48 +0.5%
GWM
339
Geneos Wealth Management
Colorado
$562K +$7.85K +137 +1%
BOH
340
Bank of Hawaii
Hawaii
$559K -$10.6K -185 -2%
FHB
341
First Hawaiian Bank
Hawaii
$536K +$6.12K +107 +1%
GP
342
Girard Partners
Pennsylvania
$531K -$241K -4,224 -31%
BMC
343
Benin Management Corp
Connecticut
$527K -$5.71K -100 -1%
VFA
344
Voya Financial Advisors
Connecticut
$521K -$24.9K -434 -5%
Lazard Asset Management
345
Lazard Asset Management
New York
$520K +$275K +4,818 +112%
CAM
346
Carret Asset Management
New York
$517K -$25.7K -450 -5%
TC
347
TownSquare Capital
Utah
$505K -$32.5K -583 -6%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$504K +$380K +6,647 +305%
QI
349
Qtron Investments
Massachusetts
$499K +$1.94K +34 +0.4%
FMBTD
350
First Midwest Bank Trust Division
Illinois
$497K -$231K -4,040 -32%
12 13
14
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