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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 %
SCM
126
Symons Capital Management
Pennsylvania
$6.38M 108,864 +108,864 New
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$6.34M 108,241 -4,367 -4%
MCIM
128
Meadow Creek Investment Management
Georgia
$6.25M 106,678 +22,550 +27%
I
129
IberiaBank
Louisiana
$6.21M 105,940 +30,809 +41%
NIPH
130
NN Investment Partners Holdings
Netherlands
$6.15M 105,021 -1,516 -1%
ProShare Advisors
131
ProShare Advisors
Maryland
$6.13M 104,614 -10,133 -9%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$6M 102,418 +40,367 +65%
TAM
133
Tealwood Asset Management
Minnesota
$5.96M 101,800 -3,770 -4%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$5.86M 100,000 – –
GIBU
135
Gulf International Bank (UK)
United Kingdom
$5.68M 96,902 +3,200 +3%
Impax Asset Management Group
136
Impax Asset Management Group
United Kingdom
$5.52M 94,171 +94,171 New
FAAS
137
First Allied Advisory Services
California
$5.49M 92,466 -35 -0%
ASRS
138
Arizona State Retirement System
Arizona
$5.44M 92,869 +1,513 +2%
DWT
139
Dorsey & Whitney Trust
South Dakota
$5.43M 92,690 +775 +0.8%
ISB
140
Iowa State Bank
Iowa
$5.43M 92,714 +1,997 +2%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$5.18M 88,443 -33,467 -27%
PP
142
Palladium Partners
Virginia
$5.13M 87,483 +4,040 +5%
FAF
143
Fjarde Ap-fonden
Sweden
$5.08M 86,688 -5,100 -6%
RCM
144
Riverhead Capital Management
Delaware
$5.04M 85,929 +18,048 +27%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$4.77M 81,464 -2,557 -3%
APG Asset Management
146
APG Asset Management
Netherlands
$4.75M 94,128 +1,600 +2%
ANTB
147
AMG National Trust Bank
Colorado
$4.71M 80,446 +6,433 +9%
DILIC
148
Dai-ichi Life Insurance Company
Japan
$4.64M 79,219 – –
SOMRS
149
State of Michigan Retirement System
Michigan
$4.62M 78,879 – –
BCM
150
Brookstone Capital Management
Illinois
$4.61M 78,640 -6,524 -8%
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6
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