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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 %
WTB
626
Washington Trust Bank
Washington
– – -1,772 Closed
NWM
627
Northwest Wealth Management
Iowa
– – -1,691 Closed
QT
628
Quantbot Technologies
New York
– – -1,452 Closed
PCM
629
Prelude Capital Management
New York
– – -1,385 Closed
MSA
630
Marino Stram & Associates
Massachusetts
– – -1,194 Closed
FNC
631
First National Corp
Massachusetts
– – -1,036 Closed
BBNA
632
Bremer Bank National Association
Minnesota
– – -845 Closed
CAM
633
Cresset Asset Management
Illinois
– – -832 Closed
ClearBridge Investments
634
ClearBridge Investments
New York
– – -526 Closed
FC
635
Ferris Capital
Massachusetts
– – -420 Closed
FANJ
636
Financial Architects (New Jersey)
New Jersey
– – -366 Closed
HCA
637
Horan Capital Advisors
Ohio
– – -300 Closed
Rockefeller Capital Management
638
Rockefeller Capital Management
New York
– – -292 Closed
OC
639
Oakworth Capital
Alabama
– – -285 Closed
DBT
640
Dubuque Bank & Trust
Iowa
– – -283 Closed
MFW
641
Mosaic Family Wealth
Missouri
– – -227 Closed
FMTCOCP
642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -220 Closed
WCM
643
WealthBridge Capital Management
Ohio
– – -218 Closed
KPW
644
Kore Private Wealth
New York
– – -208 Closed
IC
645
Inscription Capital
Texas
– – -200 Closed
DWM
646
Destination Wealth Management
California
– – -192 Closed
ST
647
Sageworth Trust
Pennsylvania
– – -192 Closed
Group One Trading
648
Group One Trading
Illinois
– – -173 Closed
AIA
649
Alera Investment Advisors
Illinois
– – -146 Closed
FA
650
Financial Advantage
Maryland
– – -100 Closed
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