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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
626
Wolverine Trading
Illinois
– – -4,461 Closed
Fuller & Thaler Asset Management
627
Fuller & Thaler Asset Management
California
– – -3,700 Closed
OIA
628
OneDigital Investment Advisors
Kansas
– – -3,167 Closed
Envestnet Asset Management
629
Envestnet Asset Management
Illinois
– – -2,969 Closed
IUHSA
630
Itau Unibanco Holding S.A.
Brazil
– – -1,892 Closed
MYLI
631
Meiji Yasuda Life Insurance
Japan
– – -1,749 Closed
MA
632
MCF Advisors
Kentucky
– – -877 Closed
WT
633
Washington Trust
Rhode Island
– – -739 Closed
TG
634
TLP Group
Illinois
– – -709 Closed
BCM
635
Blume Capital Management
California
– – -599 Closed
LC
636
Landaas & Company
Wisconsin
– – -535 Closed
PHK
637
Point72 Hong Kong
Hong Kong
– – -355 Closed
PCIA
638
Prime Capital Investment Advisors
Kansas
– – -317 Closed
CF
639
Centaurus Financial
California
– – -317 Closed
JFA
640
JNBA Financial Advisors
Minnesota
– – -270 Closed
RWP
641
RWA Wealth Partners
Massachusetts
– – -205 Closed
PAI
642
Pittenger & Anderson Inc
Nebraska
– – -184 Closed
CPA
643
Clear Perspective Advisors
Illinois
– – -153 Closed
KCPG
644
Kavar Capital Partners Group
Kansas
– – -143 Closed
GFP
645
Gryphon Financial Partners
Ohio
– – -119 Closed
MPPLM
646
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -102 Closed
SFSIG
647
San Francisco Sentry Investment Group
California
– – -100 Closed
CFD
648
Creative Financial Designs
Indiana
– – -89 Closed
CFC
649
Coyle Financial Counsel
Illinois
– – -85 Closed
PGA
650
Premia Global Advisors
Florida
– – -64 Closed
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