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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 %
DCM
476
Dupont Capital Management
Delaware
$60K -$2.03M -33,163 -97%
PMFA
477
Plante Moran Financial Advisors
Michigan
$58K -$2.55K -42 -4%
FMT
478
First Mercantile Trust
Tennessee
$58K – – –
FFC
479
First Financial Corp
Indiana
$58K – – –
FHA
480
First Horizon Advisors
Tennessee
$56K -$3.67K -61 -6%
GI
481
Gradient Investments
Minnesota
$54K -$8.68K -142 -14%
AIM
482
Advantage Investment Management
Iowa
$54K +$425 +7 +0.8%
CG
483
Cutler Group
California
$54K +$6.22K +103 +13%
Parallax Volatility Advisers
484
Parallax Volatility Advisers
California
$53K -$387K -6,330 -88%
MA
485
MCF Advisors
Kentucky
$53K – – –
TCM
486
Tradewinds Capital Management
Washington
$47K -$2.63K -43 -5%
PCM
487
Penserra Capital Management
California
$46K +$24.5K +405 +114%
TWA
488
TCI Wealth Advisors
Arizona
$43K – – –
ACM
489
Armbruster Capital Management
New York
$43K – – –
RAM
490
Riggs Asset Management
Pennsylvania
$42K – – –
PA
491
Parallel Advisors
California
$41K -$3.85K -64 -9%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$41K +$34.9K +574 +574%
EAM
493
Exane Asset Management
France
$40.5K +$40.5K +665 New
AIM
494
Anchor Investment Management
South Carolina
$39.3K – – –
GLI
495
Guardian Life Insurance
New York
$38K -$15.5K -252 -29%
OWA
496
One Wealth Advisors
California
$36K -$36.6K -595 -50%
BCM
497
Blume Capital Management
California
$36K – – –
SWA
498
Sutton Wealth Advisors
Florida
$35.9K – – –
ML
499
McAdam LLC
Pennsylvania
$35K +$35K +571 New
IIC
500
Integrated Investment Consultants
Michigan
$34K +$34K +550 New
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