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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 %
LP
601
LMR Partners
United Kingdom
– – -9,390 Closed
AGA
602
Accuvest Global Advisors
Utah
– – -9,066 Closed
FA
603
FDx Advisors
Illinois
– – -8,712 Closed
RWA
604
Redhawk Wealth Advisors
Minnesota
– – -8,705 Closed
GIA
605
Gargoyle Investment Advisor
New Jersey
– – -8,200 Closed
WRF
606
Waddell & Reed Financial
Kansas
– – -7,755 Closed
CA
607
Commerzbank Aktiengesellschaft
Germany
– – -7,732 Closed
MSE
608
MUFG Securities EMEA
United Kingdom
– – -7,179 Closed
IAA
609
Independent Advisor Alliance
North Carolina
– – -7,156 Closed
CC
610
ClearArc Capital
Ohio
– – -6,841 Closed
AAMU
611
AEGON Asset Management (UK)
United Kingdom
– – -6,365 Closed
PA
612
Profund Advisors
Maryland
– – -6,127 Closed
Squarepoint
613
Squarepoint
New York
– – -5,455 Closed
DIM
614
DC Investments Management
Virginia
– – -5,394 Closed
Harris Associates
615
Harris Associates
Illinois
– – -5,350 Closed
QSS
616
Quantitative Systematic Strategies
Florida
– – -5,251 Closed
GAMA
617
Graticule Asia Macro Advisors
New York
– – -5,000 Closed
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
– – -4,735 Closed
IRF
619
IBM Retirement Fund
New York
– – -4,603 Closed
LCP
620
Legacy Capital Partners
Wisconsin
– – -4,419 Closed
SGA
621
Strategic Global Advisors
California
– – -4,377 Closed
AWA
622
Arete Wealth Advisors
Illinois
– – -4,248 Closed
CA
623
Calton & Associates
Florida
– – -4,229 Closed
CNBT
624
Canandaigua National Bank & Trust
New York
– – -4,009 Closed
FM
625
Foster & Motley
Ohio
– – -3,941 Closed
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25
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