PFG icon

Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$431M
5
State Street
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
401
Veritas Investment Management
United Kingdom
$286K -$35K -575 -11%
QIM
402
Quest Investment Management
Oregon
$280K – – –
CIM
403
Cambria Investment Management
California
$276K +$276K +4,524 New
Wolverine Trading
404
Wolverine Trading
Illinois
$272K -$589K -9,654 -68%
AWA
405
Arete Wealth Advisors
Illinois
$272K -$34.8K -570 -11%
SBH
406
Segall Bryant & Hamill
Illinois
$271K – – –
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$270K – – –
CCIA
408
Campbell & Co Investment Adviser
Maryland
$268K +$268K +4,398 New
SGA
409
Strategic Global Advisors
California
$267K – – –
MML Investors Services
410
MML Investors Services
Massachusetts
$260K +$8.9K +146 +4%
WAM
411
Wealthspire Advisors (Maryland)
Maryland
$260K +$13.6K +224 +6%
IFS
412
Ifrah Financial Services
Arkansas
$254K +$1.4K +23 +0.6%
FHA
413
Flagship Harbor Advisors
Massachusetts
$250K -$42.4K -711 -15%
HS
414
HighVista Strategies
Massachusetts
$250K +$6.1K +100 +3%
FM
415
Foster & Motley
Ohio
$242K -$2.44K -40 -1%
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
$241K -$1.86M -30,537 -89%
PG
417
PEAK6 Group
Illinois
$241K +$231K +3,788 +2,338%
PCMC
418
Paragon Capital Management (Colorado)
Colorado
$239K -$26.9K -441 -10%
BWM
419
BerganKDV Wealth Management
Minnesota
$236K -$10.5K -173 -4%
OC
420
Oppenheimer & Co
New York
$230K +$29.2K +480 +15%
FHC
421
First Heartland Consultants
Missouri
$229K +$8.04K +132 +4%
SB
422
Suntrust Banks
Georgia
$229K +$16.8K +276 +8%
Mackenzie Financial
423
Mackenzie Financial
Ontario, Canada
$229K +$229K +3,763 New
Fuller & Thaler Asset Management
424
Fuller & Thaler Asset Management
California
$225K -$237K -3,900 -51%
CAGAS
425
Capital Advisory Group Advisory Services
Minnesota
$222K +$222K +3,656 New
15 16
17
18 19