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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$346K 5,383 – –
VIM
377
Veritas Investment Management
United Kingdom
$339K 5,275 -2,400 -31%
GXMC
378
Global X Management Company
New York
$337K 5,243 +611 +13%
KeyBank National Association
379
KeyBank National Association
Ohio
$336K 5,229 +128 +3%
Fuller & Thaler Asset Management
380
Fuller & Thaler Asset Management
California
$335K 5,200 +1,400 +37%
ECM
381
ETrade Capital Management
Virginia
$333K 5,181 +978 +23%
FHA
382
Flagship Harbor Advisors
Massachusetts
$327K 4,901 +101 +2%
SC
383
Savant Capital
Illinois
$326K 5,061 – –
AWA
384
Arete Wealth Advisors
Illinois
$317K 4,933 -896 -15%
PI
385
Putnam Investments
Massachusetts
$317K 4,920 -439 -8%
Federated Hermes
386
Federated Hermes
Pennsylvania
$317K 4,920 -21 -0.4%
RFC
387
Regions Financial Corp
Alabama
$315K 4,897 +4,897 New
CBT
388
Capital Bank & Trust
California
$314K 4,876 – –
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$309K 4,798 -459 -9%
HS
390
HighVista Strategies
Massachusetts
$309K 4,800 -300 -6%
HIS
391
Horizon Investment Services
Indiana
$300K 4,655 +352 +8%
QIM
392
Quest Investment Management
Oregon
$296K 4,600 – –
YMRC
393
Yorktown Management & Research Company
Virginia
$290K 4,500 – –
SBH
394
Segall Bryant & Hamill
Illinois
$286K 4,450 – –
IR
395
Invictus RG
Bermuda
$286K 4,439 +2,408 +119%
SGA
396
Strategic Global Advisors
California
$282K 4,377 +4,377 New
PCMC
397
Paragon Capital Management (Colorado)
Colorado
$280K 4,359 +114 +3%
RT
398
Rockland Trust
Massachusetts
$271K 4,207 -978 -19%
HCM
399
Highbridge Capital Management
New York
$268K 4,160 +4,160 New
IFS
400
Ifrah Financial Services
Arkansas
$261K 4,061 +7 +0.2%
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16
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