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Principal Financial Group
PFG

Overview Fund Activity

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
JHIU
2
Janus Henderson Investors US
Colorado
$150M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$47.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$25.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$894M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M
3
PAM
3
Panagora Asset Management
Massachusetts
$42.4M
4
American Century Companies
4
American Century Companies
Missouri
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PK
526
Pflug Koory
Nebraska
$2K 40 – –
MCM
527
MV Capital Management
Maryland
$2K 38 – –
NR
528
Newfound Research
Massachusetts
$1K 17 -1 -6%
Lazard Asset Management
529
Lazard Asset Management
New York
$1K 20 – –
FIB
530
First Interstate Bank
Montana
$1K 20 – –
BWM
531
Baystate Wealth Management
Massachusetts
$1K 10 +10 New
SLF
532
Sun Life Financial
Ontario, Canada
$144 9 +1 +13%
Jacobs Levy Equity Management
533
Jacobs Levy Equity Management
New Jersey
– – -372,010 Closed
CIM
534
Calvert Investment Management
Maryland
– – -182,573 Closed
CC
535
Cipher Capital
New York
– – -115,347 Closed
Capstone Investment Advisors
536
Capstone Investment Advisors
New York
– – -65,500 Closed
IECM
537
Intrinsic Edge Capital Management
Illinois
– – -47,001 Closed
Nomura Holdings
538
Nomura Holdings
Japan
– – -41,300 Closed
GCP
539
GSA Capital Partners
United Kingdom
– – -34,308 Closed
QT
540
Quantbot Technologies
New York
– – -23,765 Closed
QC
541
Quadrature Capital
United Kingdom
– – -23,446 Closed
MAM
542
Martingale Asset Management
Massachusetts
– – -21,503 Closed
SCM
543
Stevens Capital Management
Pennsylvania
– – -21,460 Closed
PAM
544
Princeton Alpha Management
New Jersey
– – -20,714 Closed
TG
545
TCW Group
California
– – -19,750 Closed
JG
546
Jefferies Group
New York
– – -15,834 Closed
HCM
547
Highbridge Capital Management
New York
– – -15,792 Closed
EI
548
Elkhorn Investments
Illinois
– – -14,185 Closed
TRCT
549
Tower Research Capital (TRC)
New York
– – -10,091 Closed
RFCA
550
R&F Capital Advisors
New York
– – -9,438 Closed
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