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Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$18.4M 286,919 +28,372 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17M 265,425 +18,600 +8%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M 254,900 +224,900 +750%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$15.7M 244,775 -156,444 -39%
CM
80
Capital Management
Virginia
$15M 233,690 -1,471 -0.6%
TAM
81
Todd Asset Management
Kentucky
$14.9M 231,911 +231,911 New
UBS Group
82
UBS Group
Switzerland
$14.8M 231,351 +107,956 +87%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$14.8M 231,301 +443 +0.2%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$14.6M 228,410 -36,184 -14%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$14.4M 225,848 -12,700 -5%
AIM
86
Artemis Investment Management
United Kingdom
$14.3M 223,100 +36,900 +20%
JIR
87
James Investment Research
Ohio
$13.6M 211,761 +17,424 +9%
ANI
88
American National Insurance
Texas
$13.2M 205,480 – –
Ameriprise
89
Ameriprise
Minnesota
$13.1M 204,707 -1,144,334 -85%
AG
90
Aperio Group
California
$12.6M 196,045 +13,902 +8%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$11.8M 184,594 -2,023 -1%
GIM
92
Goelzer Investment Management
Indiana
$11.8M 184,574 -1,283 -0.7%
EP
93
Elkfork Partners
Oregon
$11.7M 183,328 +39,338 +27%
PI
94
PGGM Investments
Netherlands
$11.7M 182,726 -1,653 -0.9%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$11.6M 181,328 +62,930 +53%
ACI
96
AMP Capital Investors
Australia
$11.4M 176,401 +22,908 +15%
3C
97
361 Capital
Colorado
$11.3M 176,688 +27,251 +18%
Aviva
98
Aviva
United Kingdom
$11.2M 175,577 -2,960 -2%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$11.2M 178,633 -800 -0.4%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$11M 172,108 -381 -0.2%
2 3
4
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