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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$64.7M 1,103,976 -17,702 -2%
UBS AM
27
UBS AM
Illinois
$63.4M 1,082,619 +19,672 +2%
Allianz Asset Management
28
Allianz Asset Management
Germany
$60.2M 1,027,671 -151,899 -13%
BCM
29
Bridgeway Capital Management
Texas
$56.2M 959,400 +308,200 +47%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$54.1M 923,010 +25,845 +3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$53.6M 914,163 -41,200 -4%
CS
32
Credit Suisse
Switzerland
$52.8M 900,841 -107,780 -11%
TA
33
Teachers Advisors
New York
$52.5M 896,635 -12,507 -1%
Morgan Stanley
34
Morgan Stanley
New York
$51.4M 877,240 -376,495 -30%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$51M 870,796 +101,331 +13%
AA
36
ALPS Advisors
Colorado
$49.9M 851,953 +4,762 +0.6%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$49.1M 837,307 +55,577 +7%
PPA
38
Parametric Portfolio Associates
Washington
$47.4M 809,342 -88,560 -10%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$47.1M 804,339 +73,076 +10%
CI
40
Conning Inc
Connecticut
$46.3M 790,207 +72,347 +10%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$41.7M 711,200 -200 -0%
Prudential Financial
42
Prudential Financial
New Jersey
$41.6M 710,756 +10,167 +1%
LSV Asset Management
43
LSV Asset Management
Illinois
$40.2M 686,200 +259,800 +61%
CI
44
Cambiar Investors
Colorado
$36.5M 622,905 +622,905 New
Renaissance Technologies
45
Renaissance Technologies
New York
$35M 598,100 +211,336 +55%
Two Sigma Investments
46
Two Sigma Investments
New York
$34.3M 585,815 -179,831 -23%
WCM
47
Wedge Capital Management
North Carolina
$32.8M 560,563 +25,037 +5%
AAMU
48
Amundi Asset Management US
Massachusetts
$30.1M 512,956 +12,239 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$29.7M 506,635 -49,019 -9%
AllianceBernstein
50
AllianceBernstein
Tennessee
$29.5M 503,285 +64,985 +15%
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