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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 %
LA
426
Lucus Advisors
New York
$219K -$69.2K -1,133 -24%
HFS
427
HL Financial Services
Kentucky
$216K +$366 +6 +0.2%
BCM
428
BlueCrest Capital Management
Jersey
$214K +$214K +3,506 New
HIS
429
Horizon Investment Services
Indiana
$213K -$8.04K -132 -4%
MC
430
Menta Capital
California
$213K +$213K +3,500 New
PTC
431
Petrus Trust Company
Texas
$207K +$207K +3,402 New
SC
432
SRB Corp
Massachusetts
$202K +$30.2K +496 +18%
OIA
433
OneDigital Investment Advisors
Kansas
$194K +$11.4K +187 +6%
Envestnet Asset Management
434
Envestnet Asset Management
Illinois
$191K -$143K -2,403 -43%
RWA
435
Ropes Wealth Advisors
Massachusetts
$191K +$191K +3,136 New
C
436
Cerebellum
California
$189K +$189K +3,103 New
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$179K -$4.83K -79 -3%
Bessemer Group
438
Bessemer Group
New Jersey
$179K +$45.2K +745 +34%
JCM
439
Jacobi Capital Management
Pennsylvania
$176K +$297 +5 +0.2%
AC
440
Avestar Capital
New York
$163K +$21.1K +383 +15%
IFAM
441
Institutional & Family Asset Management
Colorado
$160K +$160K +2,624 New
CHC
442
City Holding Co
West Virginia
$152K – – –
APP
443
Avantax Planning Partners
Iowa
$139K +$139K +2,285 New
Simplex Trading
444
Simplex Trading
Illinois
$135K +$135K +2,221 New
FA
445
Fortis Advisors
Pennsylvania
$125K – – –
DOA
446
D'Orazio & Associates
Virginia
$121K – – –
PHK
447
Point72 Hong Kong
Hong Kong
$113K +$113K +1,854 New
OIA
448
Optimum Investment Advisors
Illinois
$111K +$111K +1,819 New
QCG
449
Quadrant Capital Group
Ohio
$105K +$1.66K +30 +2%
CTC
450
Central Trust Company
Missouri
$104K – – –
16 17
18
19 20