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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 %
CIP
601
Convergence Investment Partners
Florida
– – -18,537 Closed
BCM
602
BlueCrest Capital Management
Jersey
– – -17,439 Closed
CC
603
Cipher Capital
New York
– – -15,393 Closed
ARTA
604
A.R.T. Advisors
New York
– – -14,900 Closed
KC
605
Kepos Capital
New York
– – -14,626 Closed
JIM
606
Jupiter Investment Management
United Kingdom
– – -14,577 Closed
QT
607
Quantbot Technologies
New York
– – -14,419 Closed
HI
608
HBK Investments
Texas
– – -12,391 Closed
Group One Trading
609
Group One Trading
Illinois
– – -11,301 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
610
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -10,725 Closed
CSS
611
Cubist Systematic Strategies
Connecticut
– – -9,801 Closed
Capital Fund Management (CFM)
612
Capital Fund Management (CFM)
France
– – -9,767 Closed
DTL
613
Dynamic Technology Lab
Singapore
– – -7,969 Closed
MAM
614
Martingale Asset Management
Massachusetts
– – -7,955 Closed
Loomis, Sayles & Company
615
Loomis, Sayles & Company
Massachusetts
– – -7,208 Closed
SEC
616
Seven Eight Capital
New York
– – -6,546 Closed
GCA
617
Gideon Capital Advisors
New York
– – -6,507 Closed
BC
618
Burney Company
Virginia
– – -6,356 Closed
SL
619
Signition LP
New York
– – -6,099 Closed
SSA
620
Schonfeld Strategic Advisors
New York
– – -5,773 Closed
PTC
621
Petrus Trust Company
Texas
– – -5,059 Closed
JIR
622
James Investment Research
Ohio
– – -4,850 Closed
MC
623
Menta Capital
California
– – -4,600 Closed
AIM
624
Assured Investment Management
New York
– – -4,593 Closed
ECM
625
Element Capital Management
New York
– – -4,568 Closed
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