PFG icon

Principal Financial Group
PFG

Overview Fund Activity

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
JHIU
2
Janus Henderson Investors US
Colorado
$150M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$47.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$25.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$894M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M
3
PAM
3
Panagora Asset Management
Massachusetts
$42.4M
4
American Century Companies
4
American Century Companies
Missouri
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$30.4M 481,742 -14,576 -3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$30.4M 481,134 +181,816 +61%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$30.3M 479,462 -16,842 -3%
Credit Agricole
54
Credit Agricole
France
$30.2M 478,693 -76,189 -14%
FWCM
55
Ferguson Wellman Capital Management
Oregon
$29.7M 470,384 +107,650 +30%
AllianceBernstein
56
AllianceBernstein
Tennessee
$29.5M 467,347 -2,275 -0.5%
First Trust Advisors
57
First Trust Advisors
Illinois
$28.9M 458,077 +24,247 +6%
LSV Asset Management
58
LSV Asset Management
Illinois
$27M 428,000 -21,300 -5%
ACM
59
Argent Capital Management
Missouri
$27M 427,943 +4,618 +1%
KBC Group
60
KBC Group
Belgium
$26.2M 414,811 +111,281 +37%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$25.3M 401,219 +353,787 +746%
CI
62
Conning Inc
Connecticut
$25M 395,547 -6,724 -2%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$24.2M 382,949 +4,200 +1%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$23.8M 377,169 -2,710 -0.7%
CM
65
Churchill Management
California
$23.3M 369,630 +10,386 +3%
MLM
66
Mount Lucas Management
Pennsylvania
$21.2M 335,357 +133,530 +66%
NSAM
67
North Star Asset Management
Wisconsin
$20.8M 330,344 -5,872 -2%
GIA
68
Gateway Investment Advisers
Ohio
$20.7M 327,608 -1,860 -0.6%
CCMG
69
Clark Capital Management Group
Pennsylvania
$20M 317,444 +176,280 +125%
UB
70
UMB Bank
Missouri
$18.4M 292,053 +5,101 +2%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$17.9M 284,200 +91,900 +48%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M 284,169 +18,557 +7%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$16.7M 264,594 +107,258 +68%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$16.3M 258,547 +6,165 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.6M 246,825 +241,975 +4,989%
1 2
3
4 5