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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
626
Global Financial Private Capital
Florida
– -$1.17M -16,635 Closed
VIA
627
Virtus Investment Advisers
Connecticut
– -$1.14M -16,164 Closed
DTL
628
Dynamic Technology Lab
Singapore
– -$973K -13,780 Closed
CAG
629
Csenge Advisory Group
Florida
– -$928K -13,154 Closed
Jane Street
630
Jane Street
New York
– -$765K -10,837 Closed
OI
631
Oakbrook Investments
Illinois
– -$681K -9,650 Closed
GCA
632
Gideon Capital Advisors
New York
– -$547K -7,752 Closed
CCA
633
Catalyst Capital Advisors
New York
– -$499K -7,075 Closed
JT
634
Jump Trading
Illinois
– -$497K -7,038 Closed
BAM
635
Belpointe Asset Management
Nevada
– -$495K -7,012 Closed
UCFA
636
United Capital Financial Advisors
Texas
– -$492K -6,979 Closed
CPC
637
Cookson Peirce & Co
Pennsylvania
– -$431K -6,110 Closed
LSA
638
L & S Advisors
California
– -$411K -5,825 Closed
DCM
639
Driehaus Capital Management
Illinois
– -$394K -5,582 Closed
VF
640
Virtu Financial
New York
– -$350K -4,954 Closed
QT
641
Quantbot Technologies
New York
– -$297K -4,218 Closed
ACM
642
Alethea Capital Management
Washington
– -$296K -4,201 Closed
GCC
643
Game Creek Capital
Massachusetts
– -$282K -4,000 Closed
MF
644
Magnetar Financial
Illinois
– -$280K -3,965 Closed
PAG
645
Private Advisor Group
New Jersey
– -$273K -3,821 Closed
DS
646
DRW Securities
Illinois
– -$266K -3,768 Closed
JIP
647
Jaffetilchin Investment Partners
Florida
– -$264K -3,735 Closed
Calamos Advisors
648
Calamos Advisors
Illinois
– -$263K -3,725 Closed
LC
649
Lourd Capital
California
– -$262K -3,715 Closed
FMBTD
650
First Midwest Bank Trust Division
Illinois
– -$260K -3,683 Closed
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