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Principal Financial Group
PFG

Overview Fund Activity

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
JHIU
2
Janus Henderson Investors US
Colorado
$150M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$47.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$25.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$894M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M
3
PAM
3
Panagora Asset Management
Massachusetts
$42.4M
4
American Century Companies
4
American Century Companies
Missouri
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MIC
426
MU Investments Company
Japan
$76K 1,200 +1,200 New
WC
427
Whitnell & Co
Illinois
$75K 1,182 – –
GLI
428
Guardian Life Insurance
New York
$65K 1,032 +15 +1%
FHA
429
First Horizon Advisors
Tennessee
$64K 1,031 +231 +29%
CFA
430
Carroll Financial Associates
North Carolina
$61K 977 -62 -6%
M
431
MOTCO
Texas
$61K 963 – –
MCM
432
Manchester Capital Management
Vermont
$61K 960 – –
PB
433
Pinnacle Bancorp
Nebraska
$61K 973 +973 New
FFC
434
First Financial Corp
Indiana
$60K 955 – –
PMFA
435
Plante Moran Financial Advisors
Michigan
$60K 957 +68 +8%
MA
436
MCF Advisors
Kentucky
$55K 877 – –
AF
437
Allworth Financial
California
$55K 876 – –
SF
438
Synovus Financial
Georgia
$55K 866 +174 +25%
Acadian Asset Management
439
Acadian Asset Management
Massachusetts
$52K 829 -9,342 -92%
IP
440
Isthmus Partners
Wisconsin
$52K 829 – –
SGAM
441
Smith Group Asset Management
Texas
$50K 800 -30 -4%
NFG
442
Next Financial Group
Texas
$49K 750 -240 -24%
RIM
443
Rampart Investment Management
Connecticut
$47K 738 -13,763 -95%
IR
444
Invictus RG
Bermuda
$46K 727 +727 New
TCM
445
Tradewinds Capital Management
Washington
$45K 711 – –
TWA
446
TCI Wealth Advisors
Arizona
$45K 707 – –
RAM
447
Riggs Asset Management
Pennsylvania
$44K 693 – –
ACM
448
Armbruster Capital Management
New York
$44K 702 – –
SIM
449
Sentry Investment Management
Wisconsin
$42K 671 -11,554 -95%
PHK
450
Point72 Hong Kong
Hong Kong
$39K 622 -81 -12%
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