PFG icon

Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $11.7B invested in Principal Financial Group in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+19
Holders Change %
+3.22%
% of All Funds
13.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
208
Reduced
204
Closed
51
Calls
$41.8M
Puts
$9.49M
Net Calls
+$32.3M
Net Calls Change
+$31.8M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$86.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$77.7M
3
Invesco
3
Invesco
Georgia
$228M
4
Axa
4
Axa
France
$27.5M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$27.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.27B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$10.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
401
Bridges Investment Management
Nebraska
$298K +$298K +5,141 New
D.E. Shaw & Co
402
D.E. Shaw & Co
New York
$295K -$13.3K -229 -4%
Verition Fund Management
403
Verition Fund Management
Connecticut
$295K +$295K +5,093 New
WFM
404
Wolff Financial Management
Michigan
$293K – – –
IAM
405
Integre Asset Management
New York
$290K -$121K -2,083 -29%
FSA
406
Financial Sense Advisors
California
$290K +$290K +5,000 New
SC
407
Savant Capital
Illinois
$288K -$2.26K -39 -0.8%
CBT
408
Capital Bank & Trust
California
$282K -$289 -5 -0.1%
TSS
409
Two Sigma Securities
New York
$282K +$282K +4,877 New
FDS
410
Freedom Day Solutions
Texas
$275K +$9.9K +171 +4%
SWM
411
SeaCrest Wealth Management
New York
$274K -$14K -242 -5%
RWA
412
Ropes Wealth Advisors
Massachusetts
$273K +$13.9K +239 +5%
HI
413
Horizon Investments
North Carolina
$272K +$39.6K +685 +17%
QIM
414
Quest Investment Management
Oregon
$266K – – –
IUHSA
415
Itau Unibanco Holding S.A.
Brazil
$262K +$262K +4,524 New
PCM
416
Poehling Capital Management
Wisconsin
$261K -$6.37K -110 -2%
AIP
417
Ameritas Investment Partners
Nebraska
$260K -$20.7K -357 -7%
BHWM
418
Bar Harbor Wealth Management
New Hampshire
$254K -$7.65K -132 -3%
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$251K +$23.3K +402 +10%
DIM
420
Delta Investment Management
California
$250K +$250K +4,330 New
IRF
421
IBM Retirement Fund
New York
$248K +$2.72K +47 +1%
Lazard Asset Management
422
Lazard Asset Management
New York
$248K +$246K +4,272 +13,781%
Jane Street
423
Jane Street
New York
$247K -$15.7K -271 -6%
WS
424
Wedbush Securities
California
$247K +$247K +4,269 New
ASN
425
Advisory Services Network
Georgia
$244K +$168K +2,897 +220%
15 16
17
18 19