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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
376
Schonfeld Strategic Advisors
New York
$306K 5,773 -18,539 -76%
IA
377
IFP Advisors
Florida
$295K 5,578 -10,436 -65%
Axa
378
Axa
France
$293K 5,518 -9,076 -62%
AP
379
Advisor Partners
California
$293K 5,530 -90 -2%
IAA
380
Independent Advisor Alliance
North Carolina
$289K 7,870 +1,671 +27%
IRF
381
IBM Retirement Fund
New York
$286K 5,403 -470 -8%
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$279K 5,260 -53,273 -91%
Mackenzie Financial
383
Mackenzie Financial
Ontario, Canada
$274K 5,168 +1,405 +37%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$272K 5,136 -5,243 -51%
AIP
385
Ameritas Investment Partners
Nebraska
$272K 5,128 -685 -12%
Wolverine Trading
386
Wolverine Trading
Illinois
$272K 4,461 – –
NWM
387
Northwest Wealth Management
Iowa
$269K 5,078 -703 -12%
MML Investors Services
388
MML Investors Services
Massachusetts
$268K 5,055 +790 +19%
PTC
389
Petrus Trust Company
Texas
$268K 5,059 +1,657 +49%
SGA
390
Strategic Global Advisors
California
$267K 4,377 – –
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K 5,016 -1,151 -19%
SBH
392
Segall Bryant & Hamill
Illinois
$266K 5,030 +580 +13%
RFC
393
Regions Financial Corp
Alabama
$262K 4,956 -134 -3%
SC
394
Savant Capital
Illinois
$261K 4,924 +1 +0%
CBT
395
Capital Bank & Trust
California
$258K 4,876 – –
VIA
396
Vident Investment Advisory
Georgia
$258K 4,882 +4,882 New
JIR
397
James Investment Research
Ohio
$257K 4,850 -43,298 -90%
VIM
398
Veritas Investment Management
United Kingdom
$249K 4,700 – –
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$248K 4,682 +142 +3%
AWA
400
Arete Wealth Advisors
Illinois
$246K 4,643 +183 +4%
14 15
16
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