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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
601
QCI Asset Management
New York
$7K 105 – –
SWMG
602
Signature Wealth Management Group
Georgia
$7K 95 +95 New
SFSIG
603
San Francisco Sentry Investment Group
California
$7K 100 +100 New
SC
604
Slow Capital
California
$7K 100 +100 New
MPPLM
605
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K 102 +102 New
GEA
606
Glen Eagle Advisors
New Jersey
$6.07K 86 +86 New
RFA
607
Reilly Financial Advisors
California
$6K 83 – –
IP
608
Isthmus Partners
Wisconsin
$6K 79 – –
GT
609
Greenleaf Trust
Michigan
$6K 88 – –
AGA
610
Accuvest Global Advisors
Utah
$6K 79 +79 New
IWM
611
IHT Wealth Management
Illinois
$5K 73 – –
PFBT
612
Parkside Financial Bank & Trust
Missouri
$5K 65 – –
ME
613
McIlrath & Eck
Washington
$5K 71 +71 New
CBT
614
Central Bank & Trust
Kentucky
$4K 50 – –
VCM
615
Versant Capital Management
Arizona
$4K 58 +9 +18%
PGA
616
Premia Global Advisors
Florida
$4K 64 +64 New
OFW
617
Omnia Family Wealth
Florida
$3K 38 -149 -80%
RFM
618
Royal Fund Management
Florida
$3K 56 – –
PK
619
Pflug Koory
Nebraska
$3K 40 – –
WCM
620
Wealthcare Capital Management
Virginia
$2K 25 – –
PFA
621
Pathway Financial Advisors
Vermont
$2K 24 +24 New
NR
622
Newfound Research
Massachusetts
$1K 17 -1 -6%
FIB
623
First Interstate Bank
Montana
$1K 20 – –
BWM
624
Baystate Wealth Management
Massachusetts
$1K 10 – –
CIBC Private Wealth Group
625
CIBC Private Wealth Group
Georgia
$1K 8 +8 New
23 24
25
26 27