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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
376
ClearArc Capital
Ohio
$484K -$4.3K -61 -0.9%
Nuveen Asset Management
377
Nuveen Asset Management
Illinois
$482K -$917 -13 -0.2%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$480K +$10.3K +146 +2%
V
379
Veritable
Delaware
$479K +$45.9K +651 +11%
WRF
380
Waddell & Reed Financial
Kansas
$473K +$473K +6,700 New
BTS
381
BB&T Securities
Virginia
$468K -$1.46M -20,655 -76%
DVM
382
Dreman Value Management
Florida
$467K – – –
S
383
SignatureFD
Georgia
$462K +$2.54K +36 +0.6%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$461K +$33.9K +481 +8%
AP
385
Advisor Partners
California
$460K +$20.8K +281 +5%
IAA
386
Independent Advisor Alliance
North Carolina
$441K +$3.75K +52 +0.9%
CPC
387
Cookson Peirce & Co
Pennsylvania
$431K -$2.82K -40 -0.7%
GWM
388
Geneos Wealth Management
Colorado
$422K +$26.4K +375 +7%
LSA
389
L & S Advisors
California
$411K +$14.8K +210 +4%
AIP
390
Ameritas Investment Partners
Nebraska
$410K -$23.8K -337 -5%
SPIA
391
Steward Partners Investment Advisory
New York
$407K -$8.1K -115 -2%
RBA
392
Richard Bernstein Advisors
New York
$396K +$396K +5,618 New
Envestnet Asset Management
393
Envestnet Asset Management
Illinois
$395K -$118K -1,679 -23%
DCM
394
Driehaus Capital Management
Illinois
$394K – – –
Cetera Investment Advisers
395
Cetera Investment Advisers
Illinois
$380K – – –
VIM
396
Veritas Investment Management
United Kingdom
$372K – – –
GXMC
397
Global X Management Company
New York
$371K +$1.41K +20 +0.4%
PCM
398
Poehling Capital Management
Wisconsin
$362K +$362K +5,128 New
RFC
399
Regions Financial Corp
Alabama
$359K +$13.6K +193 +4%
AWA
400
Arete Wealth Advisors
Illinois
$355K +$6.85K +97 +2%
14 15
16
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