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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
Credit Agricole
France
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
Flagship Harbor Advisors
Massachusetts
$354K – – –
CA
402
Calton & Associates
Florida
$354K +$354K +4,820 New
VF
403
Virtu Financial
New York
$350K +$350K +4,954 New
SC
404
Savant Capital
Illinois
$347K -$9.8K -139 -3%
CBT
405
Capital Bank & Trust
California
$344K – – –
HTC
406
Haverford Trust Company
Pennsylvania
$335K +$335K +4,747 New
LA
407
Lucus Advisors
New York
$333K +$333K +4,721 New
QIM
408
Quest Investment Management
Oregon
$325K – – –
TAF
409
Tredje AP-fonden
Sweden
$320K -$1.93M -27,340 -86%
ECM
410
ETrade Capital Management
Virginia
$320K -$46.1K -653 -13%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$320K +$308K +4,363 +2,465%
SBH
412
Segall Bryant & Hamill
Illinois
$314K – – –
SGA
413
Strategic Global Advisors
California
$309K – – –
PCMC
414
Paragon Capital Management (Colorado)
Colorado
$308K +$212 +3 +0.1%
QT
415
Quantbot Technologies
New York
$297K -$887K -12,599 -75%
AIA
416
Allegis Investment Advisors
Idaho
$296K -$99.4K -1,411 -25%
NIT
417
NumerixS Investment Technologies
British Columbia, Canada
$296K +$162K +2,300 +121%
ACM
418
Alethea Capital Management
Washington
$296K +$296K +4,201 New
RT
419
Rockland Trust
Massachusetts
$294K -$2.82K -40 -1%
IFS
420
Ifrah Financial Services
Arkansas
$293K +$6.15K +87 +2%
MML Investors Services
421
MML Investors Services
Massachusetts
$291K +$33.2K +470 +13%
BWM
422
BerganKDV Wealth Management
Minnesota
$286K -$135K -1,915 -32%
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$286K -$52.9K -749 -16%
FM
424
Foster & Motley
Ohio
$283K – – –
HS
425
HighVista Strategies
Massachusetts
$282K -$56.4K -800 -17%
15 16
17
18 19