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Principal Financial Group
PFG

Overview Fund Activity

590 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+18
Holders Change %
+3.15%
% of All Funds
12.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
185
Reduced
215
Closed
48
Calls
$8.52M
Puts
$8.08M
Net Calls
+$442K
Net Calls Change
+$493K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.18B
2
O
2
OppenheimerFunds
New York
$41.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$84.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$432M
5
Invesco
5
Invesco
Georgia
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$403M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$13.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
351
Veritable
Delaware
$292K +$31.1K +620 +12%
EWM
352
Empirical Wealth Management
Washington
$291K +$291K +5,797 New
SCA
353
Sage Capital Advisors
South Dakota
$289K +$289K +5,750 New
ECM
354
ETrade Capital Management
Virginia
$278K +$1K +20 +0.4%
JIC
355
Johnson Investment Counsel
Ohio
$277K +$22.9K +458 +9%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$274K +$36.7K +731 +15%
AQR Capital Management
357
AQR Capital Management
Connecticut
$272K -$7.8M -155,506 -97%
BAM
358
Berkshire Asset Management
Pennsylvania
$272K – – –
ZCA
359
Zeke Capital Advisors
Pennsylvania
$268K +$13.1K +262 +5%
D.E. Shaw & Co
360
D.E. Shaw & Co
New York
$267K -$245K -4,887 -48%
MFG
361
Magnus Financial Group
New York
$266K +$35.8K +713 +16%
KRSITF
362
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$258K -$3.06K -61 -1%
GCA
363
Gideon Capital Advisors
New York
$258K +$258K +5,133 New
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$255K -$19.2K -383 -7%
WFM
365
Wolff Financial Management
Michigan
$254K – – –
SC
366
Savant Capital
Illinois
$251K +$23.6K +471 +10%
SWM
367
SeaCrest Wealth Management
New York
$249K +$30.3K +604 +14%
CSS
368
Cubist Systematic Strategies
Connecticut
$247K +$247K +4,927 New
CBT
369
Capital Bank & Trust
California
$245K – – –
AIP
370
Ameritas Investment Partners
Nebraska
$243K – – –
NAP
371
New Amsterdam Partners
New York
$242K +$7.37K +147 +3%
FAAS
372
First Allied Advisory Services
California
$241K +$241K +4,703 New
VIM
373
Veritas Investment Management
United Kingdom
$236K – – –
SF
374
Synovus Financial
Georgia
$235K -$76.7K -1,534 -25%
SM
375
Sciencast Management
New Jersey
$235K +$235K +4,500 New
13 14
15
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