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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
LP
651
LMR Partners
United Kingdom
– – -3,721 Closed
APP
652
Avantax Planning Partners
Iowa
– – -3,519 Closed
ZIM
653
Zacks Investment Management
Illinois
– – -3,305 Closed
TMAM
654
Tokio Marine Asset Management
Japan
– – -3,139 Closed
NIMI
655
Natixis Investment Managers International
France
– – -2,929 Closed
EAM
656
Exane Asset Management
France
– – -810 Closed
SIM
657
Sentry Investment Management
Wisconsin
– – -671 Closed
NFG
658
Next Financial Group
Texas
– – -650 Closed
FPS
659
Fieldpoint Private Securities
Connecticut
– – -541 Closed
AIL
660
AGF Investments LLC
Ontario, Canada
– – -152 Closed
NIC
661
Northwest Investment Counselors
Oregon
– – -113 Closed
PWM
662
Perigon Wealth Management
California
– – -100 Closed
FFW
663
Fusion Family Wealth
New York
– – -50 Closed
MCM
664
MV Capital Management
Maryland
– – -38 Closed
PHK
665
Point72 Hong Kong
Hong Kong
– – -14 Closed
LYV
666
Live Your Vision
Pennsylvania
– – – –
Walleye Trading
667
Walleye Trading
New York
– – – –
Two Sigma Investments
668
Two Sigma Investments
New York
– – – –
Simplex Trading
669
Simplex Trading
Illinois
– – – –
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