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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
576
Parkside Financial Bank & Trust
Missouri
$5K 99 +5 +5%
CFC
577
Coyle Financial Counsel
Illinois
$5K 85 +85 New
SWMG
578
Signature Wealth Management Group
Georgia
$4K 75 – –
ME
579
McIlrath & Eck
Washington
$4K 71 – –
RFA
580
Reilly Financial Advisors
California
$4K 83 – –
IP
581
Isthmus Partners
Wisconsin
$4K 79 – –
CBT
582
Central Bank & Trust
Kentucky
$3K 50 – –
PGA
583
Premia Global Advisors
Florida
$3K 64 – –
VCM
584
Versant Capital Management
Arizona
$3K 68 +1 +1%
PK
585
Pflug Koory
Nebraska
$2K 40 – –
OFW
586
Omnia Family Wealth
Florida
$2K 38 – –
RFM
587
Royal Fund Management
Florida
$2K 56 – –
IAS
588
INR Advisory Services
Pennsylvania
$2K 42 +42 New
TFA
589
Transamerica Financial Advisors
Florida
$1K 9 -8,683 -100%
GI
590
Gradient Investments
Minnesota
$1K 13 -870 -99%
BWM
591
Baystate Wealth Management
Massachusetts
$1K 10 – –
FIB
592
First Interstate Bank
Montana
$1K 20 – –
WCM
593
Wealthcare Capital Management
Virginia
$1K 25 – –
AIL
594
AGF Investments LLC
Ontario, Canada
$5 97 +97 New
PCM
595
Prana Capital Management
Connecticut
– – -334,049 Closed
CM
596
Churchill Management
California
– – -321,889 Closed
BS
597
Banco Santander
Spain
– – -229,700 Closed
Assenagon Asset Management
598
Assenagon Asset Management
Luxembourg
– – -213,967 Closed
CM
599
Crestline Management
Texas
– – -142,238 Closed
VRS
600
Virginia Retirement Systems
Virginia
– – -74,600 Closed
22 23
24
25 26