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Principal Financial Group
PFG

Overview Fund Activity

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
JHIU
2
Janus Henderson Investors US
Colorado
$150M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$47.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$25.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$894M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M
3
PAM
3
Panagora Asset Management
Massachusetts
$42.4M
4
American Century Companies
4
American Century Companies
Missouri
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
YMRC
376
Yorktown Management & Research Company
Virginia
$284K 4,500 – –
SBH
377
Segall Bryant & Hamill
Illinois
$281K 4,450 – –
ICOA
378
Investment Centers of America
North Dakota
$279K 4,436 -246 -5%
GXMC
379
Global X Management Company
New York
$277K 4,391 +993 +29%
HIS
380
Horizon Investment Services
Indiana
$273K 4,333 +4,333 New
P
381
Pitcairn
Pennsylvania
$269K 4,249 -12 -0.3%
Tudor Investment Corp
382
Tudor Investment Corp
Connecticut
$265K 4,200 -6,700 -61%
MYLI
383
Meiji Yasuda Life Insurance
Japan
$265K 4,200 +4,200 New
IFS
384
Ifrah Financial Services
Arkansas
$257K 4,073 -182 -4%
DCM
385
Driehaus Capital Management
Illinois
$255K 4,034 -366 -8%
IRF
386
IBM Retirement Fund
New York
$252K 2,994 -22,079 -88%
RBC
387
Ronald Blue & Co
Georgia
$243K 3,845 -85 -2%
Fuller & Thaler Asset Management
388
Fuller & Thaler Asset Management
California
$240K 3,800 – –
LOAME
389
Lombard Odier Asset Management (Europe)
United Kingdom
$238K 3,778 -322 -8%
EP
390
Edgestream Partners
New Jersey
$236K 3,733 +3,733 New
FM
391
Foster & Motley
Ohio
$232K 3,674 +47 +1%
PAG
392
Private Advisor Group
New Jersey
$228K 3,643 +40 +1%
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$227K 3,603 -555 -13%
WB
394
WesBanco Bank
West Virginia
$221K 3,487 – –
TH
395
Timber Hill
Connecticut
$218K 3,447 -2,418 -41%
SPIA
396
Steward Partners Investment Advisory
New York
$213K 3,388 +1,220 +56%
WTB
397
Washington Trust Bank
Washington
$211K 3,336 +755 +29%
LBC
398
Lowe Brockenbrough & Co
Virginia
$211K 3,350 +3,350 New
HFS
399
HL Financial Services
Kentucky
$210K 3,329 -552 -14%
ZIM
400
Zacks Investment Management
Illinois
$209K 3,305 +3,305 New
14 15
16
17 18