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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 %
GT
426
Greenleaf Trust
Michigan
$241K +$241K +4,165 New
BCI
427
Brinker Capital Investments
Pennsylvania
$239K -$522 -9 -0.2%
EMG
428
Ellington Management Group
Connecticut
$237K +$237K +4,100 New
DCM
429
Dupont Capital Management
Delaware
$236K -$151K -2,606 -39%
SF
430
Synovus Financial
Georgia
$229K -$42.6K -737 -16%
CC
431
ClearArc Capital
Ohio
$226K -$24.1K -417 -10%
ECM
432
ExodusPoint Capital Management
New York
$223K +$223K +3,844 New
CAN
433
Cetera Advisor Networks
California
$216K -$13.7K -234 -6%
HAG
434
HighPoint Advisor Group
Illinois
$215K -$8.15K -139 -4%
SCA
435
Stonebridge Capital Advisors
Minnesota
$215K +$215K +3,720 New
WB
436
WesBanco Bank
West Virginia
$214K +$214K +3,693 New
RFC
437
Regions Financial Corp
Alabama
$211K -$1.51K -26 -0.7%
CA
438
Cetera Advisors
Colorado
$210K +$210K +3,629 New
IFAM
439
Institutional & Family Asset Management
Colorado
$208K – – –
MERSOM
440
Municipal Employees' Retirement System of Michigan
Michigan
$205K -$872K -15,050 -81%
S
441
SignatureFD
Georgia
$203K +$26.2K +452 +15%
CFS
442
CRA Financial Services
New Jersey
$203K +$203K +3,500 New
BAM
443
Belpointe Asset Management
Nevada
$191K -$464 -8 -0.2%
RIA
444
Realta Investment Advisors
Delaware
$191K +$106K +1,829 +124%
APA
445
American Portfolios Advisors
New York
$166K +$149K +2,575 +900%
MIFH
446
Migdal Insurance & Financial Holdings
Israel
$164K +$43.2K +745 +36%
Federated Hermes
447
Federated Hermes
Pennsylvania
$160K -$663K -11,388 -81%
JCM
448
Jacobi Capital Management
Pennsylvania
$157K +$173 +3 +0.1%
MC
449
Machina Capital
France
$147K -$263K -4,544 -64%
VIM
450
Veritas Investment Management
United Kingdom
$145K -$128K -2,200 -47%
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