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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
651
William Blair & Company
Illinois
– -$252K -3,571 Closed
BC
652
Burney Company
Virginia
– -$246K -3,485 Closed
OAM
653
Oppenheimer Asset Management
New York
– -$219K -3,408 Closed
LOAME
654
Lombard Odier Asset Management (Europe)
United Kingdom
– -$232K -3,290 Closed
WB
655
WesBanco Bank
West Virginia
– -$226K -3,203 Closed
VCA
656
Verdence Capital Advisors
Maryland
– -$218K -3,091 Closed
BCM
657
Breiter Capital Management
Florida
– -$216K -3,061 Closed
TRCT
658
Tower Research Capital (TRC)
New York
– -$174K -2,475 Closed
KJWM
659
Kiley Juergens Wealth Management
Washington
– -$114K -1,617 Closed
FIM
660
Foresters Investment Management
New York
– -$97K -1,368 Closed
NIM
661
NuWave Investment Management
New Jersey
– -$92K -1,303 Closed
KTM
662
Keeler Thomas Management
Utah
– -$58K -830 Closed
SGAM
663
Smith Group Asset Management
Texas
– -$52K -730 Closed
STA
664
Summit Trail Advisors
New York
– -$54K -729 Closed
LC
665
Landaas & Company
Wisconsin
– -$38K -533 Closed
DCM
666
Delpha Capital Management
New York
– -$33K -470 Closed
FFG
667
Ford Financial Group
California
– -$29K -406 Closed
ZB
668
Zions Bancorporation
Utah
– -$27K -378 Closed
MIC
669
MU Investments Company
Japan
– -$25K -350 Closed
WA
670
Waverly Advisors
Alabama
– -$20K -281 Closed
GBT
671
Grove Bank & Trust
Florida
– -$18K -261 Closed
WA
672
Winfield Associates
Ohio
– -$15K -211 Closed
WWM
673
Willingdon Wealth Management
North Carolina
– -$14K -200 Closed
PWM
674
Paulson Wealth Management
Illinois
– -$14K -195 Closed
TG
675
TLP Group
Illinois
– -$13K -188 Closed
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