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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 %
DGHMC
576
Dalton, Greiner, Hartman, Maher & Co
New York
– – -161,802 Closed
N
577
Natixis
France
– – -161,369 Closed
BCP
578
Blue Chip Partners
Michigan
– – -128,346 Closed
SCM
579
Symons Capital Management
Pennsylvania
– – -108,864 Closed
1832 Asset Management
580
1832 Asset Management
Ontario, Canada
– – -100,000 Closed
FAAS
581
First Allied Advisory Services
California
– – -92,466 Closed
CWM
582
Cornerstone Wealth Management
Missouri
– – -80,641 Closed
BCM
583
Brookstone Capital Management
Illinois
– – -78,640 Closed
CM
584
Columbus Macro
Pennsylvania
– – -77,701 Closed
CM
585
Churchill Management
California
– – -64,135 Closed
VAM
586
Visionary Asset Management
Texas
– – -43,399 Closed
Teacher Retirement System of Texas
587
Teacher Retirement System of Texas
Texas
– – -33,733 Closed
AI
588
Atria Investments
North Carolina
– – -32,812 Closed
IP
589
Interval Partners
New York
– – -30,152 Closed
TSS
590
Two Sigma Securities
New York
– – -15,713 Closed
PP
591
Paloma Partners
Connecticut
– – -14,209 Closed
Pacer Advisors
592
Pacer Advisors
Pennsylvania
– – -13,736 Closed
OTPPB
593
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -13,315 Closed
VCM
594
Virtue Capital Management
Tennessee
– – -13,230 Closed
HAM
595
Highstreet Asset Management
Ontario, Canada
– – -12,660 Closed
Natixis Advisors
596
Natixis Advisors
Massachusetts
– – -11,207 Closed
LMGAM
597
Liberty Mutual Group Asset Management
Massachusetts
– – -10,646 Closed
Verition Fund Management
598
Verition Fund Management
Connecticut
– – -10,636 Closed
HCM
599
Highbridge Capital Management
New York
– – -9,980 Closed
NIMI
600
Natixis Investment Managers International
France
– – -9,563 Closed
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