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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
601
Omnia Family Wealth
Florida
$2K – – –
BC
602
Bartlett & Co
Ohio
$2K +$2K +25 New
Nomura Holdings
603
Nomura Holdings
Japan
$1.55K +$343 +5,645 +28%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$1.52K +$1.52K +25 New
SLF
605
Sun Life Financial
Ontario, Canada
$1.23K -$8.36K -512 -87%
BWM
606
Baystate Wealth Management
Massachusetts
$1K – – –
FIB
607
First Interstate Bank
Montana
$1K – – –
TCOV
608
Trust Company of Vermont
Vermont
$1K – – –
JA
609
JOYN Advisors
Georgia
$1K +$1K +9 New
CCMG
610
Clark Capital Management Group
Pennsylvania
– -$35.5M -502,752 Closed
AIM
611
Artemis Investment Management
United Kingdom
– -$18.7M -265,300 Closed
MLM
612
Mount Lucas Management
Pennsylvania
– -$10M -141,862 Closed
SCM
613
Stevens Capital Management
Pennsylvania
– -$6.26M -88,671 Closed
Voloridge Investment Management
614
Voloridge Investment Management
Florida
– -$5.26M -74,594 Closed
QIM
615
Quantitative Investment Management
Virginia
– -$3.99M -56,500 Closed
CG
616
Clinton Group
New York
– -$3.41M -48,309 Closed
PDN
617
Pensionfund DSM Netherlands
Netherlands
– -$3.25M -46,000 Closed
Alyeska Investment Group
618
Alyeska Investment Group
Illinois
– -$3.24M -45,958 Closed
SCM
619
Sterling Capital Management
North Carolina
– -$3.03M -42,959 Closed
3C
620
361 Capital
Colorado
– -$2.98M -42,178 Closed
AIA
621
Affinity Investment Advisors
California
– -$2.24M -31,690 Closed
Capital Fund Management (CFM)
622
Capital Fund Management (CFM)
France
– -$2.23M -31,623 Closed
B
623
BP
United Kingdom
– -$2.19M -31,000 Closed
PS
624
Pensionfund Sabic
Netherlands
– -$1.62M -23,000 Closed
GH
625
GAM Holding
Switzerland
– -$1.22M -17,131 Closed
23 24
25
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