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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
KF
526
Krilogy Financial
Missouri
$28K 402 +148 +58%
ZB
527
Zions Bancorporation
Utah
$27K 378 – –
FNB
528
Farmers National Bank
Kentucky
$27K 385 +385 New
CAC
529
Certified Advisory Corp
Florida
$27K 391 +391 New
FCFS
530
First Command Financial Services
Texas
$26K 365 – –
GAM
531
Gemmer Asset Management
California
$26K 374 – –
FCB
532
First Command Bank
Texas
$26K 365 – –
AIM
533
Assured Investment Management
New York
$25K 355 -62,990 -99%
MIC
534
MU Investments Company
Japan
$25K 350 -200 -36%
VFA
535
Valeo Financial Advisors
Indiana
$25K 354 +105 +42%
PCM
536
Penserra Capital Management
California
$25K 355 +142 +67%
VEA
537
Virtus ETF Advisers
New York
$25K 348 +348 New
HS
538
Horan Securities
United States
$22K 293 +293 New
PCIA
539
Prime Capital Investment Advisors
Kansas
$22K 317 +317 New
APA
540
American Portfolios Advisors
New York
$21.6K 307 +307 New
TSW
541
Thompson Siegel & Walmsley
Virginia
$21K 300 -100 -25%
MWM
542
MinichMacGregor Wealth Management
New York
$21K 300 – –
AP
543
Atwood & Palmer
Missouri
$21K 302 – –
WB
544
Webster Bank
Connecticut
$21K 300 – –
WAS
545
Winch Advisory Services
Wisconsin
$21K 299 +4 +1%
CHP
546
Cable Hill Partners
Oregon
$21K 300 +300 New
OC
547
Oakworth Capital
Alabama
$20K 285 – –
WA
548
Waverly Advisors
Alabama
$20K 281 +281 New
HRC
549
Hoertkorn Richard Charles
$19K 272 – –
JFA
550
JNBA Financial Advisors
Minnesota
$19K 270 – –
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22
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