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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
Capital Research Global Investors
California
$667M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
Capital World Investors
California
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
351
Private Advisor Group
New Jersey
$244K -$32.5K -739 -12%
ECM
352
ETrade Capital Management
Virginia
$244K +$244K +5,523 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$241K -$6.04K -137 -2%
BAM
354
Berkshire Asset Management
Pennsylvania
$239K +$6.62K +150 +3%
V
355
Veritable
Delaware
$230K -$38.5K -870 -14%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$230K +$9.06K +205 +4%
IA
357
IFP Advisors
Florida
$230K +$29.6K +678 +15%
UFF
358
USA Financial Formulas
Michigan
$229K -$35.4K -605 -13%
JIC
359
Johnson Investment Counsel
Ohio
$224K -$184K -4,181 -45%
ZCA
360
Zeke Capital Advisors
Pennsylvania
$224K -$3.44K -78 -2%
WFM
361
Wolff Financial Management
Michigan
$223K +$223K +5,058 New
GAM
362
Gotham Asset Management
New York
$222K +$222K +5,034 New
PTC
363
Petrus Trust Company
Texas
$221K +$221K +5,010 New
CBT
364
Capital Bank & Trust
California
$216K – – –
AIP
365
Ameritas Investment Partners
Nebraska
$214K – – –
HB
366
Homrich & Berg
Georgia
$209K -$445K -10,092 -68%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$209K – – –
VIM
368
Veritas Investment Management
United Kingdom
$208K – – –
NAP
369
New Amsterdam Partners
New York
$207K +$207K +4,681 New
Bessemer Group
370
Bessemer Group
New Jersey
$205K +$52.4K +1,186 +34%
PCM
371
Poehling Capital Management
Wisconsin
$204K -$13.7K -310 -6%
QIM
372
Quest Investment Management
Oregon
$203K – – –
MFG
373
Magnus Financial Group
New York
$202K +$202K +4,580 New
SC
374
Savant Capital
Illinois
$200K -$17.1K -388 -8%
SWM
375
SeaCrest Wealth Management
New York
$193K -$17.3K -390 -8%
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