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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 %
VF
551
Virtu Financial
New York
– – -9,283 Closed
BC
552
Burney Company
Virginia
– – -7,435 Closed
WC
553
Wexford Capital
Florida
– – -5,620 Closed
BFM
554
Boothbay Fund Management
New York
– – -5,391 Closed
SB
555
Suntrust Banks
Georgia
– – -4,604 Closed
Jennison Associates
556
Jennison Associates
New York
– – -4,327 Closed
ZDA
557
Zweig-DiMenna Associates
New York
– – -4,300 Closed
BMC
558
Benin Management Corp
Connecticut
– – -4,000 Closed
QAM
559
Quantres Asset Management
Cayman Islands
– – -3,800 Closed
Citadel Advisors
560
Citadel Advisors
Florida
– – -3,645 Closed
FIM
561
Freedom Investment Management
Connecticut
– – -3,625 Closed
TG
562
TLP Group
Illinois
– – -3,232 Closed
ACM
563
Americafirst Capital Management
California
– – -2,167 Closed
NYLT
564
New York Life Trust
New York
– – -1,347 Closed
NEI
565
Northwest & Ethical Investments
Ontario, Canada
– – -1,300 Closed
Twin Tree Management
566
Twin Tree Management
Texas
– – -1,274 Closed
FPFS
567
First Personal Financial Services
North Carolina
– – -995 Closed
KLI
568
Kelman-Lazarov Inc
Tennessee
– – -930 Closed
NFM
569
North Forty Management
Washington
– – -560 Closed
FNBT
570
FineMark National Bank & Trust
Florida
– – -530 Closed
MBT
571
Montecito Bank & Trust
California
– – -325 Closed
IWA
572
IBEX Wealth Advisors
New Jersey
– – -149 Closed
EF
573
Empirical Finance
Pennsylvania
– – -130 Closed
EARNEST Partners
574
EARNEST Partners
Georgia
– – -116 Closed
CFD
575
Creative Financial Designs
Indiana
– – -81 Closed
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