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Principal Financial Group
PFG

Overview Fund Activity

590 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
590
Holders Change
+18
Holders Change %
+3.15%
% of All Funds
12.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
185
Reduced
215
Closed
48
Calls
$8.52M
Puts
$8.08M
Net Calls
+$442K
Net Calls Change
+$493K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.18B
2
O
2
OppenheimerFunds
New York
$41.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$84.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$432M
5
Invesco
5
Invesco
Georgia
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$403M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$13.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
601
Quantitative Investment Management
Virginia
– – -21,000 Closed
Arrowstreet Capital
602
Arrowstreet Capital
Massachusetts
– – -20,844 Closed
WA
603
WESPAC Advisors
California
– – -16,363 Closed
Balyasny Asset Management
604
Balyasny Asset Management
Illinois
– – -14,143 Closed
OAMU
605
Ostrum Asset Management US
New York
– – -11,409 Closed
Wolverine Trading
606
Wolverine Trading
Illinois
– – -10,746 Closed
DM
607
Delphi Management
Massachusetts
– – -10,734 Closed
WAM
608
Wolverine Asset Management
Illinois
– – -10,000 Closed
AWM
609
Alterna Wealth Management
Texas
– – -9,287 Closed
ARTA
610
A.R.T. Advisors
New York
– – -8,000 Closed
ACM
611
AlphaCrest Capital Management
New York
– – -7,600 Closed
PP
612
Prudential plc
United Kingdom
– – -6,700 Closed
AWM
613
AE Wealth Management
Kansas
– – -5,920 Closed
PTC
614
Petrus Trust Company
Texas
– – -5,010 Closed
UFF
615
USA Financial Formulas
Michigan
– – -3,913 Closed
PI
616
PineBridge Investments
New York
– – -3,641 Closed
JA
617
JOYN Advisors
Georgia
– – -1,163 Closed
TFA
618
Transamerica Financial Advisors
Florida
– – -797 Closed
NFG
619
Next Financial Group
Texas
– – -548 Closed
CG
620
Cutler Group
California
– – -526 Closed
MMG
621
Monetary Management Group
Missouri
– – -450 Closed
MOS
622
MGO One Seven
Ohio
– – -317 Closed
LWM
623
Liberty Wealth Management
California
– – -296 Closed
FTI
624
Fiduciary Trust International
Massachusetts
– – -282 Closed
WANY
625
Wealthspire Advisors (New York)
New York
– – -219 Closed
22 23 24
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