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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
351
Everence Capital Management
Indiana
$402K 7,591 – –
WRF
352
Waddell & Reed Financial
Kansas
$401K 7,570 -689 -8%
CIA
353
Capital Investment Advisors
Georgia
$399K 7,529 +102 +1%
PP
354
Prudential plc
United Kingdom
$392K 7,400 -1,100 -13%
Loomis, Sayles & Company
355
Loomis, Sayles & Company
Massachusetts
$382K 7,208 -2,289 -24%
MHS
356
M Holdings Securities
Oregon
$376K 7,107 +7,107 New
BAM
357
Berkshire Asset Management
Pennsylvania
$363K 6,858 +6,858 New
CC
358
ClearArc Capital
Ohio
$361K 6,821 -53 -0.8%
Nuveen Asset Management
359
Nuveen Asset Management
Illinois
$361K 6,825 – –
FAN
360
Financial Advisors Network
California
$351K 6,624 +6,624 New
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$349K 6,596 -63 -0.9%
SEC
362
Seven Eight Capital
New York
$347K 6,546 +6,546 New
GCA
363
Gideon Capital Advisors
New York
$345K 6,507 +6,507 New
AGA
364
Accuvest Global Advisors
Utah
$340K 6,416 +6,321 +6,654%
GWM
365
Geneos Wealth Management
Colorado
$338K 6,391 +431 +7%
BTS
366
BB&T Securities
Virginia
$338K 6,390 +1,112 +21%
BC
367
Burney Company
Virginia
$337K 6,356 +6,356 New
SF
368
Synovus Financial
Georgia
$331K 6,252 – –
WG
369
Winton Group
United Kingdom
$326K 6,159 -2,218 -26%
SL
370
Signition LP
New York
$323K 6,099 +6,099 New
V
371
Veritable
Delaware
$321K 6,055 -455 -7%
American Century Companies
372
American Century Companies
Missouri
$311K 5,878 -506,021 -99%
PA
373
Profund Advisors
Maryland
$308K 5,826 -1,214 -17%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$308K 5,825 -250 -4%
SPIA
375
Steward Partners Investment Advisory
New York
$308K 5,823 – –
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