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Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
576
Truist Financial
North Carolina
– – -5,014 Closed
CCG
577
Cypress Capital Group
Florida
– – -5,000 Closed
GLA
578
Great Lakes Advisors
Illinois
– – -4,951 Closed
CGT
579
Capital Guardian Trust
California
– – -4,876 Closed
ICOA
580
Investment Centers of America
North Dakota
– – -4,436 Closed
Tudor Investment Corp
581
Tudor Investment Corp
Connecticut
– – -4,200 Closed
EP
582
Edgestream Partners
New Jersey
– – -3,733 Closed
PAG
583
Private Advisor Group
New Jersey
– – -3,643 Closed
TH
584
Timber Hill
Connecticut
– – -3,447 Closed
TAM
585
Tocqueville Asset Management
New York
– – -3,208 Closed
CIA
586
Cascade Investment Advisors
Oregon
– – -2,945 Closed
WC
587
Whitnell & Co
Illinois
– – -1,182 Closed
SF
588
Synovus Financial
Georgia
– – -866 Closed
PHK
589
Point72 Hong Kong
Hong Kong
$0 2 -620 -100%
EDRH
590
Edmond de Rothschild Holding
Switzerland
– – -275 Closed
BIG
591
Bellwether Investment Group
Tennessee
– – -172 Closed
MRCM
592
M&R Capital Management
New Jersey
– – -94 Closed
AA
593
Apriem Advisors
California
– – -64 Closed
Lazard Asset Management
594
Lazard Asset Management
New York
– – -20 Closed
Simplex Trading
595
Simplex Trading
Illinois
– – – –
BL
596
Balentine LLC
Georgia
– – – –
Walleye Trading
597
Walleye Trading
New York
– – – –
ST
598
Spot Trading
Illinois
– – – –
Parallax Volatility Advisers
599
Parallax Volatility Advisers
California
– – – –
IP
600
Interval Partners
New York
– – – –
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24
25