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Principal Financial Group
PFG

Overview Fund Activity

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
JHIU
2
Janus Henderson Investors US
Colorado
$150M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$47.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$25.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$894M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M
3
PAM
3
Panagora Asset Management
Massachusetts
$42.4M
4
American Century Companies
4
American Century Companies
Missouri
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
351
Arete Wealth Advisors
Illinois
$387K 6,136 +979 +19%
JIC
352
Johnson Investment Counsel
Ohio
$377K 5,975 +5,975 New
AP
353
Advisor Partners
California
$374K 5,921 -181 -3%
V
354
Veritable
Delaware
$372K 5,902 -65 -1%
LCM
355
Laurion Capital Management
New York
$366K 5,800 +5,800 New
PM
356
Parametrica Management
Hong Kong
$363K 5,757 +5,757 New
PI
357
Putnam Investments
Massachusetts
$350K 5,551 -300 -5%
Calamos Advisors
358
Calamos Advisors
Illinois
$349K 5,530 -860 -13%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$349K 5,531 +176 +3%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$343K 5,459 – –
UCFA
361
United Capital Financial Advisors
Texas
$339K 5,375 +403 +8%
Federated Hermes
362
Federated Hermes
Pennsylvania
$337K 5,332 -1,430 -21%
PL
363
Parkwood LLC
Ohio
$337K 5,343 +5,343 New
CG
364
Cutler Group
California
$337K 5,350 +5,350 New
CA
365
Commerzbank Aktiengesellschaft
Germany
$334K 5,296 -3,110 -37%
SC
366
Savant Capital
Illinois
$319K 5,060 +1 +0%
Truist Financial
367
Truist Financial
North Carolina
$317K 5,014 -1,814 -27%
CCG
368
Cypress Capital Group
Florida
$316K 5,000 – –
TMAM
369
Tokio Marine Asset Management
Japan
$314K 4,982 -1,393 -22%
GLA
370
Great Lakes Advisors
Illinois
$312K 4,951 +4,951 New
CGT
371
Capital Guardian Trust
California
$308K 4,876 – –
FMBTD
372
First Midwest Bank Trust Division
Illinois
$303K 4,800 +200 +4%
CSS
373
Cubist Systematic Strategies
Connecticut
$300K 4,747 -9,802 -67%
FHA
374
Flagship Harbor Advisors
Massachusetts
$298K 4,800 +4,800 New
QIM
375
Quest Investment Management
Oregon
$290K 4,600 – –
13 14
15
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