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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
WMSA
576
Weiss Multi-Strategy Advisers
New York
– – -9,665 Closed
GH
577
GAM Holding
Switzerland
– – -9,091 Closed
IIM
578
Intact Investment Management
Quebec, Canada
– – -9,000 Closed
MAM
579
Meeder Asset Management
Ohio
– – -7,671 Closed
GCA
580
Gideon Capital Advisors
New York
– – -6,906 Closed
TSS
581
Two Sigma Securities
New York
– – -6,729 Closed
PL
582
Parkwood LLC
Ohio
– – -5,041 Closed
CG
583
Cutler Group
California
– – -4,650 Closed
SEC
584
Seven Eight Capital
New York
– – -4,546 Closed
BFM
585
Boothbay Fund Management
New York
– – -3,899 Closed
LBC
586
Lowe Brockenbrough & Co
Virginia
– – -3,350 Closed
EGA
587
Eagle Global Advisors
Texas
– – -3,230 Closed
TCOV
588
Trust Company of Vermont
Vermont
– – -1,470 Closed
PFP
589
Pinnacle Financial Partners
Tennessee
– – -1,324 Closed
TRCT
590
Tower Research Capital (TRC)
New York
– – -897 Closed
AIM
591
Acrospire Investment Management
Illinois
– – -802 Closed
PG
592
PEAK6 Group
Illinois
– – -645 Closed
FC
593
Ferris Capital
Massachusetts
– – -428 Closed
WAM
594
Watermark Asset Management
California
– – -250 Closed
PCM
595
Prelude Capital Management
New York
– – -243 Closed
NA
596
NewEdge Advisors
Louisiana
– – -230 Closed
PFGIA
597
Patriot Financial Group Insurance Agency
Massachusetts
– – -199 Closed
EWM
598
Evercore Wealth Management
New York
– – -80 Closed
LYV
599
Live Your Vision
Pennsylvania
– – -50 Closed
DBT
600
Dubuque Bank & Trust
Iowa
– – -47 Closed
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