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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 %
SV
501
Stilwell Value
New York
$33K – – –
EA
502
Edge Advisors
Georgia
$33K – – –
MIFH
503
Migdal Insurance & Financial Holdings
Israel
$33K +$33K +545 New
CAW
504
Cornerstone Advisors (Washington)
Washington
$32K – – –
ClearBridge Investments
505
ClearBridge Investments
New York
$31K +$247 +4 +0.8%
AWM
506
Avior Wealth Management
Nebraska
$30K – – –
FCAG
507
First Capital Advisors Group
New Jersey
$28K +$28K +467 New
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
MMG
509
Monetary Management Group
Missouri
$27K – – –
RCAG
510
Rehmann Capital Advisory Group
Michigan
$27K +$27K +439 New
WEC
511
Winslow Evans & Crocker
Massachusetts
$26.6K – – –
FC
512
Ferris Capital
Massachusetts
$26K +$26K +428 New
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$3.78K -62 -13%
ST
514
Smithfield Trust
Pennsylvania
$25K – – –
KF
515
Krilogy Financial
Missouri
$25K +$62 +1 +0.2%
AF
516
Advisornet Financial
Minnesota
$25K +$17.8K +292 +250%
AAP
517
Arax Advisory Partners
Colorado
$24K +$294 +5 +1%
CCA
518
Clearwater Capital Advisors
Illinois
$24K +$24K +396 New
FNB
519
Farmers National Bank
Kentucky
$23K – – –
CAC
520
Certified Advisory Corp
Florida
$23K – – –
GAM
521
Gemmer Asset Management
California
$23K – – –
FCB
522
First Command Bank
Texas
$22.2K – – –
SP
523
SWS Partners
Ohio
$22K -$9.57K -164 -30%
FCFS
524
First Command Financial Services
Texas
$22K – – –
VFA
525
Valeo Financial Advisors
Indiana
$22K – – –
19 20
21
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