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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 %
SWM
401
SeaCrest Wealth Management
New York
$245K 4,618 -682 -13%
PCM
402
Poehling Capital Management
Wisconsin
$245K 4,620 -495 -10%
QIM
403
Quest Investment Management
Oregon
$244K 4,600 – –
MC
404
Menta Capital
California
$244K 4,600 +1,100 +31%
AIM
405
Assured Investment Management
New York
$243K 4,593 -19,908 -81%
CA
406
Calton & Associates
Florida
$243K 4,315 -501 -10%
ECM
407
Element Capital Management
New York
$242K 4,568 -466 -9%
APA
408
American Portfolios Advisors
New York
$228K 4,312 +4,054 +1,571%
FHA
409
Flagship Harbor Advisors
Massachusetts
$221K 4,190 – –
PAG
410
Private Advisor Group
New Jersey
$221K 4,183 +4,183 New
BWM
411
BerganKDV Wealth Management
Minnesota
$215K 4,060 +179 +5%
RWA
412
Ropes Wealth Advisors
Massachusetts
$214K 4,046 +910 +29%
PCMC
413
Paragon Capital Management (Colorado)
Colorado
$209K 3,944 +23 +0.6%
FM
414
Foster & Motley
Ohio
$203K 3,841 -133 -3%
MYAM
415
Meiji Yasuda Asset Management
Japan
$201K 3,799 -4,520 -54%
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$200K 3,778 -495 -12%
Fuller & Thaler Asset Management
417
Fuller & Thaler Asset Management
California
$196K 3,700 – –
GXMC
418
Global X Management Company
New York
$180K 3,402 -2,000 -37%
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$174K 3,295 +364 +12%
Bessemer Group
420
Bessemer Group
New Jersey
$172K 3,248 +297 +10%
OIA
421
OneDigital Investment Advisors
Kansas
$168K 3,167 -17 -0.5%
IFAM
422
Institutional & Family Asset Management
Colorado
$158K 2,988 +364 +14%
Envestnet Asset Management
423
Envestnet Asset Management
Illinois
$157K 2,969 -239 -7%
AC
424
Avestar Capital
New York
$151K 3,138 +182 +6%
JCM
425
Jacobi Capital Management
Pennsylvania
$143K 2,703 -264 -9%
15 16
17
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