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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 %
VEA
526
Virtus ETF Advisers
New York
$21K – – –
JWA
527
JFS Wealth Advisors
Pennsylvania
$20K -$5.03K -81 -20%
PCIA
528
Prime Capital Investment Advisors
Kansas
$19K – – –
CHP
529
Cable Hill Partners
Oregon
$18K – – –
TSW
530
Thompson Siegel & Walmsley
Virginia
$18K – – –
AP
531
Atwood & Palmer
Missouri
$18K – – –
WAS
532
Winch Advisory Services
Wisconsin
$18K – – –
HS
533
Horan Securities
United States
$18K – – –
MWM
534
MinichMacGregor Wealth Management
New York
$18K – – –
WB
535
Webster Bank
Connecticut
$18K – – –
WA
536
WealthTrust-Arizona
Arizona
$17K – – –
OC
537
Oakworth Capital
Alabama
$17K – – –
HRC
538
Hoertkorn Richard Charles
$17K – – –
JFA
539
JNBA Financial Advisors
Minnesota
$16K – – –
LWA
540
Lenox Wealth Advisors
New York
$16K +$16K +259 New
APA
541
American Portfolios Advisors
New York
$15.7K -$2.99K -49 -16%
VNA
542
Valley National Advisers
Pennsylvania
$15K – – –
KA
543
Kaizen Advisory
Illinois
$15K – – –
WCM
544
Whitener Capital Management
North Carolina
$15K – – –
TFA
545
Toth Financial Advisory
Virginia
$15K – – –
CPIG
546
Chicago Partners Investment Group
Illinois
$14K – – –
MFW
547
Mosaic Family Wealth
Missouri
$14K +$63 +1 +0.5%
FMTCOCP
548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13.4K – – –
BWA
549
BDO Wealth Advisors
Florida
$13K – – –
SA
550
SRH Advisors
Kansas
$13K – – –
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