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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 %
GLA
601
Great Lakes Advisors
Illinois
– – -68,377 Closed
LG
602
Leuthold Group
Minnesota
– – -68,045 Closed
LCM
603
Laurion Capital Management
New York
– – -57,034 Closed
RG
604
Renaissance Group
Kentucky
– – -40,888 Closed
DC
605
Diametric Capital
Massachusetts
– – -34,594 Closed
SW
606
SVB Wealth
Massachusetts
– – -34,550 Closed
AIMCA
607
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -33,400 Closed
ZCA
608
Zeke Capital Advisors
Pennsylvania
– – -30,725 Closed
IG
609
ING Group
Netherlands
– – -27,524 Closed
Nomura Holdings
610
Nomura Holdings
Japan
– – -25,533 Closed
WGCA
611
Wolf Group Capital Advisors
Virginia
– – -25,434 Closed
LOAMS
612
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -19,209 Closed
GCP
613
GSA Capital Partners
United Kingdom
– – -19,129 Closed
AL
614
AJO LP
Pennsylvania
– – -18,785 Closed
PCM
615
Prelude Capital Management
New York
– – -17,315 Closed
EMG
616
Ellington Management Group
Connecticut
– – -16,900 Closed
BA
617
Bridgewater Associates
Connecticut
– – -16,622 Closed
Franklin Resources
618
Franklin Resources
California
– – -15,300 Closed
CTA
619
Chesley Taft & Associates
Illinois
– – -14,427 Closed
FI
620
FormulaFolio Investments
Michigan
– – -10,517 Closed
KI
621
Koch Industries
Kansas
– – -10,213 Closed
SGI
622
Summit Global Investments
Utah
– – -8,869 Closed
PP
623
Paloma Partners
Connecticut
– – -8,461 Closed
TAF
624
Tredje AP-fonden
Sweden
– – -8,050 Closed
GAM
625
Gotham Asset Management
New York
– – -6,201 Closed
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