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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$63.2M 1,105,917 +30,110 +3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$55.4M 969,597 +53,219 +6%
BCM
28
Bridgeway Capital Management
Texas
$55M 962,850 – –
Swiss National Bank
29
Swiss National Bank
Switzerland
$52.6M 919,714 +10,351 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$45.9M 802,452 -3,118 -0.4%
CI
31
Conning Inc
Connecticut
$44.1M 771,351 +5,894 +0.8%
CI
32
Cambiar Investors
Colorado
$42.1M 737,003 -22,871 -3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$40.2M 703,190 +108,274 +18%
Prudential Financial
34
Prudential Financial
New Jersey
$38.6M 675,962 +9,515 +1%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$38M 664,566 +191,602 +41%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$37M 648,371 -148,100 -19%
LSV Asset Management
37
LSV Asset Management
Illinois
$36.3M 635,000 -25,300 -4%
Axa
38
Axa
France
$36.3M 634,712 +159,562 +34%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$36.2M 633,185 +373,353 +144%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$36.1M 631,800 -92,810 -13%
AA
41
ALPS Advisors
Colorado
$35.2M 615,440 -35,866 -6%
Deutsche Bank
42
Deutsche Bank
Germany
$35M 612,417 -105,718 -15%
Morgan Stanley
43
Morgan Stanley
New York
$33.1M 579,996 -29,159 -5%
CS
44
Credit Suisse
Switzerland
$32.2M 563,489 +121,382 +27%
AllianceBernstein
45
AllianceBernstein
Tennessee
$31.8M 555,741 +126,300 +29%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$30.7M 536,691 -28,120 -5%
WCM
47
Wedge Capital Management
North Carolina
$29.6M 518,151 -4,917 -0.9%
CCMG
48
Clark Capital Management Group
Pennsylvania
$28.5M 499,125 +499,125 New
JIM
49
Jupiter Investment Management
United Kingdom
$27.6M 483,683 +437,299 +943%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$27.2M 476,166 +856 +0.2%
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