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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 %
Macquarie Group
351
Macquarie Group
Australia
$468K -$526K -8,200 -53%
DCM
352
Driehaus Capital Management
Illinois
$460K +$202K +3,145 +78%
UCFA
353
United Capital Financial Advisors
Texas
$456K +$112K +1,748 +33%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$455K -$1.48M -23,139 -77%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$455K – – –
FAAS
356
First Allied Advisory Services
California
$445K -$80.5K -1,246 -15%
GCA
357
Gideon Capital Advisors
New York
$442K +$442K +6,906 New
JIP
358
Jaffetilchin Investment Partners
Florida
$439K -$639K -9,982 -59%
Nuveen Asset Management
359
Nuveen Asset Management
Illinois
$438K -$464K -7,251 -51%
TSS
360
Two Sigma Securities
New York
$431K +$431K +6,729 New
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$429K -$5.7K -89 -1%
NPC
362
National Planning Corporation
California
$428K +$28K +432 +7%
CPC
363
Cookson Peirce & Co
Pennsylvania
$427K +$3.21K +50 +0.8%
IAA
364
Independent Advisor Alliance
North Carolina
$425K +$17.3K +264 +4%
DVM
365
Dreman Value Management
Florida
$424K -$94.6K -1,477 -18%
CC
366
ClearArc Capital
Ohio
$422K +$2.82K +44 +0.7%
ECM
367
Everence Capital Management
Indiana
$416K – – –
S
368
SignatureFD
Georgia
$415K +$11K +171 +3%
GWM
369
Geneos Wealth Management
Colorado
$411K -$29.1K -455 -7%
JIC
370
Johnson Investment Counsel
Ohio
$403K +$20.3K +317 +5%
AP
371
Advisor Partners
California
$403K +$23.5K +366 +6%
LSA
372
L & S Advisors
California
$403K +$403K +6,290 New
AIM
373
Arcadia Investment Management
Michigan
$402K +$381K +5,953 +1,849%
AIP
374
Ameritas Investment Partners
Nebraska
$394K – – –
V
375
Veritable
Delaware
$393K +$15K +235 +4%
13 14
15
16 17