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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
101
Goelzer Investment Management
Indiana
$11.8M 183,538 -1,036 -0.6%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$11.6M 179,688 +50,328 +39%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$11M 171,623 +171,623 New
Aviva
104
Aviva
United Kingdom
$10.9M 169,667 -5,910 -3%
NFA
105
Nationwide Fund Advisors
Ohio
$10.8M 167,966 +368 +0.2%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$10.7M 166,733 -11,900 -7%
AssetMark Inc
107
AssetMark Inc
California
$10.4M 161,421 +161,364 +283,095%
CFG
108
Citizens Financial Group
Rhode Island
$10M 156,170 -6,920 -4%
DIA
109
Davidson Investment Advisors
Montana
$9.99M 155,238 +47,842 +45%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$9.85M 153,070 -1,300 -0.8%
DA
111
Denali Advisors
California
$9.8M 152,234 -2,300 -1%
PA
112
Pinnacle Associates
New York
$9.73M 151,242 +8,610 +6%
ERSOT
113
Employees Retirement System of Texas
Texas
$9.65M 150,000 +56,000 +60%
Victory Capital Management
114
Victory Capital Management
Texas
$9.61M 149,334 +42,875 +40%
MLM
115
Mount Lucas Management
Pennsylvania
$9.56M 148,560 -190,306 -56%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$9.32M 144,901 -735 -0.5%
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$8.63M 134,095 +17,434 +15%
OAM
118
Oxford Asset Management
United Kingdom
$8.51M 132,250 +22,444 +20%
BFG
119
Beacon Financial Group
Texas
$8.41M 130,725 -573 -0.4%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$8.39M 130,378 +418 +0.3%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$8.21M 127,537 -2,393 -2%
GC
122
Grimes & Company
Massachusetts
$8.11M 126,099 -1,822 -1%
Squarepoint
123
Squarepoint
New York
$7.92M 123,066 +74,318 +152%
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$7.7M 119,600 -9,400 -7%
QI
125
QS Investors
New York
$7.64M 118,785 +3,531 +3%
3 4
5
6 7