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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
551
Clarfeld Financial Advisors
New York
$4K 97 +97 New
FCA
552
FinTrust Capital Advisors
South Carolina
$4K 100 +100 New
ST
553
Smithfield Trust
Pennsylvania
$3K 75 -639 -89%
ME
554
McIlrath & Eck
Washington
$3K 71 – –
FEG
555
Financial Enhancement Group
Indiana
$3K 50 – –
PRC
556
Pearl River Capital
Michigan
$3K 66 +66 New
RCAG
557
Rehmann Capital Advisory Group
Michigan
$2.39K 54 -423 -89%
OFW
558
Omnia Family Wealth
Florida
$2K 38 – –
CBT
559
Central Bank & Trust
Kentucky
$2K 50 – –
PK
560
Pflug Koory
Nebraska
$2K 40 – –
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$2K 36 +36 New
HT
562
Heritage Trust
Oklahoma
$2K 38 +38 New
BBHC
563
Brown Brothers Harriman & Co
New York
$2K 45 +45 New
UB
564
UMB Bank
Missouri
$1.15K 26,126 -3,669 -12%
BWM
565
Baystate Wealth Management
Massachusetts
$1K 10 – –
WCM
566
Wealthcare Capital Management
Virginia
$1K 25 – –
PCIA
567
Prime Capital Investment Advisors
Kansas
$1K 21 +21 New
PWM
568
PRW Wealth Management
Massachusetts
$1K 28 +28 New
SFSIG
569
San Francisco Sentry Investment Group
California
$1K 31 +31 New
BHWM
570
Bay Harbor Wealth Management
Maryland
$1K 33 +33 New
Capital World Investors
571
Capital World Investors
California
– – -2,411,000 Closed
Renaissance Technologies
572
Renaissance Technologies
New York
– – -598,100 Closed
DF
573
Donoghue Forlines
Massachusetts
– – -236,883 Closed
Assenagon Asset Management
574
Assenagon Asset Management
Luxembourg
– – -217,646 Closed
HCM
575
Howard Capital Management
Georgia
– – -199,856 Closed
21 22
23
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