PFG icon

Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
401
Quest Investment Management
Oregon
$295K 4,600 – –
SEC
402
Seven Eight Capital
New York
$291K 4,546 +4,546 New
YMRC
403
Yorktown Management & Research Company
Virginia
$288K 4,500 – –
SBH
404
Segall Bryant & Hamill
Illinois
$285K 4,450 – –
MYAM
405
Meiji Yasuda Asset Management
Japan
$279K 4,349 -4,620 -52%
HIS
406
Horizon Investment Services
Indiana
$276K 4,303 -30 -0.7%
P
407
Pitcairn
Pennsylvania
$276K 4,312 +63 +1%
HFS
408
HL Financial Services
Kentucky
$273K 4,254 +925 +28%
PCMC
409
Paragon Capital Management (Colorado)
Colorado
$272K 4,245 +4,245 New
ECM
410
ETrade Capital Management
Virginia
$269K 4,203 +4,203 New
IFS
411
Ifrah Financial Services
Arkansas
$260K 4,054 -19 -0.5%
FM
412
Foster & Motley
Ohio
$257K 4,014 +340 +9%
TMAM
413
Tokio Marine Asset Management
Japan
$250K 3,900 -1,082 -22%
BFM
414
Boothbay Fund Management
New York
$250K 3,899 +3,899 New
Fuller & Thaler Asset Management
415
Fuller & Thaler Asset Management
California
$243K 3,800 – –
LOAME
416
Lombard Odier Asset Management (Europe)
United Kingdom
$242K 3,778 – –
DZ Bank
417
DZ Bank
Germany
$222K 3,472 -23,311 -87%
RBC
418
Ronald Blue & Co
Georgia
$221K 3,447 -398 -10%
LBC
419
Lowe Brockenbrough & Co
Virginia
$215K 3,350 – –
ZIM
420
Zacks Investment Management
Illinois
$212K 3,305 – –
William Blair & Company
421
William Blair & Company
Illinois
$210K 3,275 – –
KI
422
Koch Industries
Kansas
$210K 3,273 +3,273 New
WTB
423
Washington Trust Bank
Washington
$209K 3,266 -70 -2%
EGA
424
Eagle Global Advisors
Texas
$207K 3,230 +3,230 New
WB
425
WesBanco Bank
West Virginia
$205K 3,203 -284 -8%
15 16
17
18 19