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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 %
SIS
351
Sound Income Strategies
Florida
$604K +$604K +9,780 New
PA
352
Profund Advisors
Maryland
$602K +$152K +2,152 +34%
PP
353
Prudential plc
United Kingdom
$600K +$600K +8,500 New
BF
354
BOK Financial
Oklahoma
$592K +$6.57K +93 +1%
JIC
355
Johnson Investment Counsel
Ohio
$586K +$114K +1,618 +24%
Arrowstreet Capital
356
Arrowstreet Capital
Massachusetts
$572K -$27.3M -386,800 -98%
IAM
357
Integre Asset Management
New York
$570K – – –
GCA
358
Gideon Capital Advisors
New York
$547K +$547K +7,752 New
CIA
359
Capital Investment Advisors
Georgia
$544K -$4.87K -69 -0.9%
ECM
360
Everence Capital Management
Indiana
$536K +$77K +1,091 +17%
Fuller & Thaler Asset Management
361
Fuller & Thaler Asset Management
California
$536K +$169K +2,400 +46%
CIBC World Market
362
CIBC World Market
Ontario, Canada
$532K +$36.9K +523 +7%
WG
363
Winton Group
United Kingdom
$511K -$388K -5,498 -43%
IRF
364
IBM Retirement Fund
New York
$509K – – –
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
$508K +$498K +7,061 +5,230%
FA
366
FDx Advisors
Illinois
$505K +$505K +7,164 New
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$503K +$3.1K +44 +0.6%
CCA
368
Catalyst Capital Advisors
New York
$499K -$219K -3,100 -30%
JT
369
Jump Trading
Illinois
$497K +$497K +7,038 New
PT
370
Plimoth Trust
Massachusetts
$497K +$497K +7,040 New
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$496K +$44.2K +626 +10%
BAM
372
Belpointe Asset Management
Nevada
$495K -$15.1K -214 -3%
UCFA
373
United Capital Financial Advisors
Texas
$492K +$20.6K +292 +4%
MERSOM
374
Municipal Employees' Retirement System of Michigan
Michigan
$490K -$1.15M -16,230 -70%
FAAS
375
First Allied Advisory Services
California
$488K -$18.8K -266 -4%
13 14
15
16 17