PFG icon

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 %
CAG
651
Csenge Advisory Group
Florida
– – -152 Closed
SBL
652
Sargent Bickham Lagudis
Colorado
– – -147 Closed
SFM
653
Signet Financial Management
New Jersey
– – -133 Closed
CPIG
654
Chicago Partners Investment Group
Illinois
– – -122 Closed
BA
655
Ballew Advisors
Mississippi
– – -103 Closed
EA
656
Elm Advisors
California
– – -100 Closed
AIL
657
AGF Investments LLC
Ontario, Canada
– – -97 Closed
LWA
658
Lowe Wealth Advisors
Maryland
– – -84 Closed
IP
659
Isthmus Partners
Wisconsin
– – -79 Closed
VRM
660
Vectors Research Management
New York
– – -75 Closed
AA
661
Ancora Advisors
Ohio
– – -32 Closed
FIB
662
First Interstate Bank
Montana
– – -20 Closed
SCM
663
Southport Capital Management
Tennessee
– – -18 Closed
GI
664
Gradient Investments
Minnesota
– – -13 Closed
FPB
665
First PREMIER Bank
South Dakota
– – -10 Closed
Fidelity International
666
Fidelity International
Bermuda
– – -8 Closed
EAM
667
Erste Asset Management
Austria
– – – –
Capital Fund Management (CFM)
668
Capital Fund Management (CFM)
France
– – – –
Walleye Trading
669
Walleye Trading
New York
– – – –
Susquehanna International Group
670
Susquehanna International Group
Pennsylvania
– – – –
NR
671
Newfound Research
Massachusetts
$0 3 – –
GWS
672
Glassman Wealth Services
Virginia
$0 11 +1 +10%
23 24 25 26
27