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Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$14M 238,582 +59,397 +33%
DF
77
Donoghue Forlines
Massachusetts
$13.9M 236,883 -50,781 -18%
GT
78
Glenmede Trust
Pennsylvania
$13.5M 230,569 -4,697 -2%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$13.3M 227,242 -21,276 -9%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$12.9M 219,557 -4,834 -2%
PAMU
81
Pictet Asset Management (UK)
United Kingdom
$12.8M 219,276 -12,100 -5%
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
$12.8M 217,646 +217,646 New
CM
83
Capital Management
Virginia
$12.7M 216,641 -62,988 -23%
AG
84
Aperio Group
California
$12.5M 212,737 +14,301 +7%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$12.4M 211,983 -13,774 -6%
Canada Life
86
Canada Life
Manitoba, Canada
$12.3M 210,197 -26,864 -11%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$12.3M 210,178 -20,837 -9%
Man Group
88
Man Group
United Kingdom
$12.2M 208,044 -83,105 -29%
FWCM
89
Ferguson Wellman Capital Management
Oregon
$12.2M 208,008 -1,682 -0.8%
AssetMark Inc
90
AssetMark Inc
California
$11.8M 201,030 +12,057 +6%
HCM
91
Howard Capital Management
Georgia
$11.7M 199,856 – –
KBC Group
92
KBC Group
Belgium
$11.3M 192,184 +28,812 +18%
CGH
93
Crossmark Global Holdings
Texas
$11.1M 189,905 +6,951 +4%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$10.7M 181,869 -1,518 -0.8%
GIM
95
Goelzer Investment Management
Indiana
$10.5M 178,855 -340 -0.2%
DIA
96
Davidson Investment Advisors
Montana
$10.3M 175,510 +29,975 +21%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$10.2M 174,463 +470 +0.3%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$10.1M 171,942 -126,700 -42%
PAM
99
Palisade Asset Management
Minnesota
$9.91M 169,149 +9,407 +6%
EP
100
Elkfork Partners
Oregon
$9.66M 164,866 +34,850 +27%
2 3
4
5 6