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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $11.7B invested in Principal Financial Group in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 204 reducing their positions, and 51 closing their positions.

Holders
609
Holders Change
+19
Holders Change %
+3.22%
% of All Funds
13.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
208
Reduced
204
Closed
51
Calls
$41.8M
Puts
$9.49M
Net Calls
+$32.3M
Net Calls Change
+$31.8M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$86.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$77.7M
3
Invesco
3
Invesco
Georgia
$228M
4
Axa
4
Axa
France
$27.5M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$27.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.27B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$10.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$440M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
601
Wealthcare Capital Management
Virginia
$1K 25 – –
FPFS
602
First Personal Financial Services
North Carolina
$1K 15 +15 New
UB
603
UMB Bank
Missouri
$928 16,022 -3,115 -16%
W
604
WealthStone
Ohio
$579 10 +10 New
WIM
605
Westside Investment Management
California
$17 300 +300 New
MSE
606
MUFG Securities EMEA
United Kingdom
– – -87,600 Closed
KC
607
Kepos Capital
New York
– – -80,507 Closed
ECM
608
Element Capital Management
New York
– – -31,375 Closed
QC
609
Quadrature Capital
United Kingdom
– – -23,596 Closed
NICM
610
Neo Ivy Capital Management
New York
– – -18,577 Closed
Qube Research & Technologies (QRT)
611
Qube Research & Technologies (QRT)
United Kingdom
– – -15,758 Closed
TCM
612
Teza Capital Management
Illinois
– – -14,980 Closed
SIM
613
Sentry Investment Management
Wisconsin
– – -14,181 Closed
OI
614
Oakbrook Investments
Illinois
– – -13,510 Closed
FAM
615
Formidable Asset Management
Ohio
– – -9,400 Closed
I
616
IberiaBank
Louisiana
– – -6,512 Closed
GCA
617
Gideon Capital Advisors
New York
– – -5,133 Closed
SM
618
Sciencast Management
New Jersey
– – -4,500 Closed
IPW
619
Inlet Private Wealth
Florida
– – -4,400 Closed
American Century Companies
620
American Century Companies
Missouri
– – -4,260 Closed
CC
621
Cipher Capital
New York
– – -4,234 Closed
BAM
622
Blueshift Asset Management
New Jersey
– – -4,020 Closed
JFL
623
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -4,000 Closed
WAM
624
Wealthspire Advisors (Maryland)
Maryland
– – -3,057 Closed
PI
625
PEAK6 Investments
Illinois
– – -2,795 Closed
23 24
25
26 27