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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$6.06M 114,408 -5,652 -5%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$5.96M 112,608 +112,608 New
IA
128
IndexIQ Advisors
New York
$5.86M 110,652 +36,811 +50%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$5.82M 109,945 +15,890 +17%
BCP
130
Blue Chip Partners
Michigan
$5.81M 109,721 +17,915 +20%
AIG
131
American International Group
New York
$5.79M 109,317 -1,619 -1%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.75M 108,672 -693 -0.6%
GHCM
133
Glen Harbor Capital Management
California
$5.67M 107,072 +54,796 +105%
NIPH
134
NN Investment Partners Holdings
Netherlands
$5.64M 106,537 -351,840 -77%
TAM
135
Tealwood Asset Management
Minnesota
$5.59M 105,570 -2,756 -3%
BGIM
136
Brandywine Global Investment Management
Pennsylvania
$5.57M 105,216 -156,152 -60%
1832 Asset Management
137
1832 Asset Management
Ontario, Canada
$5.29M 100,000 – –
Federated Hermes
138
Federated Hermes
Pennsylvania
$5.02M 94,772 -188,507 -67%
GIBU
139
Gulf International Bank (UK)
United Kingdom
$4.96M 93,702 +4,000 +4%
FAAS
140
First Allied Advisory Services
California
$4.92M 92,501 +87,357 +1,698%
DWT
141
Dorsey & Whitney Trust
South Dakota
$4.87M 91,915 -1,419 -2%
FAF
142
Fjarde Ap-fonden
Sweden
$4.86M 91,788 +11,103 +14%
ASRS
143
Arizona State Retirement System
Arizona
$4.84M 91,356 -27,263 -23%
ISB
144
Iowa State Bank
Iowa
$4.8M 90,717 -208 -0.2%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.74M 89,578 +37,789 +73%
AQR Capital Management
146
AQR Capital Management
Connecticut
$4.61M 87,030 -132,841 -60%
IAM
147
Impax Asset Management
New Hampshire
$4.53M 85,559 +15,650 +22%
BCM
148
Brookstone Capital Management
Illinois
$4.51M 85,164 +85,164 New
MCIM
149
Meadow Creek Investment Management
Georgia
$4.46M 84,128 +43,054 +105%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$4.45M 84,021 +8,330 +11%
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