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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
576
Wealthcare Capital Management
Virginia
$1K 25 – –
FIB
577
First Interstate Bank
Montana
$1K 20 – –
BWM
578
Baystate Wealth Management
Massachusetts
$1K 10 – –
GI
579
Gradient Investments
Minnesota
$1K 13 – –
GWS
580
Glassman Wealth Services
Virginia
$1K 10 +10 New
FPB
581
First PREMIER Bank
South Dakota
$1K 10 +10 New
CFGS
582
Concourse Financial Group Securities
Alabama
$1K 11 +11 New
NFG
583
Next Financial Group
Texas
$1K 18 +18 New
SCM
584
Southport Capital Management
Tennessee
$1K 18 +18 New
AU
585
Algebris (UK)
United Kingdom
– – -464,158 Closed
Millennium Management
586
Millennium Management
New York
– – -415,037 Closed
Balyasny Asset Management
587
Balyasny Asset Management
Illinois
– – -391,849 Closed
FQ
588
First Quadrant
California
– – -176,501 Closed
Marshall Wace
589
Marshall Wace
United Kingdom
– – -147,229 Closed
JG
590
Jefferies Group
New York
– – -82,588 Closed
OAM
591
Oxford Asset Management
United Kingdom
– – -61,365 Closed
EP
592
Edgestream Partners
New Jersey
– – -58,850 Closed
SFI
593
Susquehanna Fundamental Investments
Pennsylvania
– – -52,354 Closed
TI
594
Trexquant Investment
Connecticut
– – -35,137 Closed
CMO
595
Covenant Multifamily Offices
Texas
– – -34,169 Closed
MWNA
596
Marshall Wace North America
New York
– – -26,715 Closed
Citadel Advisors
597
Citadel Advisors
Florida
– – -24,354 Closed
EGM
598
Engineers Gate Manager
New York
– – -23,978 Closed
SCC
599
Spring Creek Capital
Kansas
– – -22,398 Closed
SCM
600
Stevens Capital Management
Pennsylvania
– – -19,582 Closed
22 23
24
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