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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
Capital Research Global Investors
California
$667M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
Capital World Investors
California
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
426
Sit Investment Associates
Minnesota
$47K – – –
FNC
427
First National Corp
Massachusetts
$46K +$46K +1,036 New
PCG
428
Private Capital Group
Connecticut
$45K -$16.1K -364 -26%
PA
429
Parallel Advisors
California
$45K +$15.9K +363 +55%
M
430
MOTCO
Texas
$43K -$4.47K -100 -9%
TAIM
431
TD Ameritrade Investment Management
Nebraska
$43K +$1.91K +43 +5%
FFC
432
First Financial Corp
Indiana
$42K – – –
PB
433
Pinnacle Bancorp
Nebraska
$42K +$42K +951 New
LC
434
Lindbrook Capital
California
$42K +$42K +958 New
BTNA
435
Bremer Trust National Association
Minnesota
$41K +$41K +945 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$39K -$8.68K -195 -18%
TFS
437
TrustCore Financial Services
Tennessee
$39K – – –
TFA
438
Transamerica Financial Advisors
Florida
$36K +$31.2K +690 +645%
KA
439
Kaizen Advisory
Illinois
$35K +$7.04K +159 +25%
GLI
440
Guardian Life Insurance
New York
$33K – – –
TWA
441
TCI Wealth Advisors
Arizona
$32K +$265 +6 +0.8%
ZB
442
Zions Bancorporation
Utah
$32K +$20.5K +463 +177%
RAM
443
Riggs Asset Management
Pennsylvania
$31K – – –
GRP
444
Global Retirement Partners
California
$30K -$12K -275 -29%
BGIM
445
Brandywine Global Investment Management
Pennsylvania
$30K – – –
First Manhattan
446
First Manhattan
New York
$30K – – –
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$29K -$3.63K -82 -11%
CAW
448
Cornerstone Advisors (Washington)
Washington
$29K +$5.26K +119 +22%
AIM
449
Anchor Investment Management
South Carolina
$28.5K – – –
TCM
450
Tradewinds Capital Management
Washington
$27K -$7.56K -168 -22%
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