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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
626
Sowell Financial Services
Arkansas
– – -3,774 Closed
WG
627
Winton Group
United Kingdom
– – -3,758 Closed
BHWM
628
Bar Harbor Wealth Management
New Hampshire
– – -3,705 Closed
WB
629
WesBanco Bank
West Virginia
– – -3,703 Closed
Cetera Investment Advisers
630
Cetera Investment Advisers
Illinois
– – -3,636 Closed
Axa
631
Axa
France
– – -3,618 Closed
LC
632
Lourd Capital
California
– – -3,595 Closed
PWMAG
633
Pinnacle Wealth Management Advisory Group
New Jersey
– – -3,555 Closed
APP
634
Avantax Planning Partners
Iowa
– – -2,594 Closed
OSAM
635
O'Shaughnessy Asset Management
Connecticut
– – -2,068 Closed
KJWM
636
Kiley Juergens Wealth Management
Washington
– – -1,617 Closed
NIT
637
NumerixS Investment Technologies
British Columbia, Canada
– – -1,481 Closed
SWP
638
Stratos Wealth Partners
Ohio
– – -1,389 Closed
ABA
639
American Beacon Advisors
Texas
– – -1,316 Closed
ML
640
McAdam LLC
Pennsylvania
– – -908 Closed
MYIA
641
Mount Yale Investment Advisors
Colorado
– – -858 Closed
TPWA
642
TRUE Private Wealth Advisors
Oregon
– – -838 Closed
MWPCG
643
Measured Wealth Private Client Group
New Hampshire
– – -783 Closed
Simplex Trading
644
Simplex Trading
Illinois
– – -600 Closed
MWM
645
MinichMacGregor Wealth Management
New York
– – -300 Closed
CHP
646
Cable Hill Partners
Oregon
– – -300 Closed
WSTAM
647
Wilbanks Smith & Thomas Asset Management
Virginia
– – -200 Closed
WCAMG
648
Woodard & Company Asset Management Group
North Carolina
– – -200 Closed
Twin Tree Management
649
Twin Tree Management
Texas
– – -195 Closed
KF
650
Krilogy Financial
Missouri
– – -184 Closed
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