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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
626
Cetera Investment Advisers
Illinois
– – -6,200 Closed
RBA
627
Richard Bernstein Advisors
New York
– – -5,618 Closed
HTC
628
Haverford Trust Company
Pennsylvania
– – -5,567 Closed
ECM
629
ETrade Capital Management
Virginia
– – -4,817 Closed
CIM
630
Cambria Investment Management
California
– – -4,524 Closed
CCIA
631
Campbell & Co Investment Adviser
Maryland
– – -4,398 Closed
IFS
632
Ifrah Financial Services
Arkansas
– – -4,171 Closed
HS
633
HighVista Strategies
Massachusetts
– – -4,100 Closed
Susquehanna International Group
634
Susquehanna International Group
Pennsylvania
– – -3,963 Closed
OC
635
Oppenheimer & Co
New York
– – -3,779 Closed
SB
636
Suntrust Banks
Georgia
– – -3,765 Closed
FHC
637
First Heartland Consultants
Missouri
– – -3,761 Closed
HFS
638
HL Financial Services
Kentucky
– – -3,540 Closed
HIS
639
Horizon Investment Services
Indiana
– – -3,498 Closed
C
640
Cerebellum
California
– – -3,103 Closed
APP
641
Avantax Planning Partners
Iowa
– – -2,285 Closed
HSA
642
Hussman Strategic Advisors
Maryland
– – -1,200 Closed
TAM
643
Tiverton Asset Management
Delaware
– – -1,151 Closed
SWP
644
Stratos Wealth Partners
Ohio
– – -1,144 Closed
Parallax Volatility Advisers
645
Parallax Volatility Advisers
California
$0 8 -858 -99%
ACM
646
Armbruster Capital Management
New York
– – -702 Closed
EAM
647
Exane Asset Management
France
– – -665 Closed
OWA
648
One Wealth Advisors
California
– – -585 Closed
IIC
649
Integrated Investment Consultants
Michigan
– – -550 Closed
FCAG
650
First Capital Advisors Group
New Jersey
– – -467 Closed
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