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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
151
United Services Automobile Association
Texas
$5.32M -$1.98M -32,473 -27%
MSL
152
Mackay Shields LLC
New York
$5.06M +$5.06M +82,985 New
UB
153
UMB Bank
Missouri
$5.04M -$13M -214,199 -72%
XK
154
Xact Kapitalforvaltning
Sweden
$4.94M +$87.3K +1,434 +2%
MIM
155
MetLife Investment Management
New Jersey
$4.94M -$123K -2,022 -2%
FAF
156
Fjarde Ap-fonden
Sweden
$4.92M -$5.12K -84 -0.1%
SOMRS
157
State of Michigan Retirement System
Michigan
$4.83M +$36.5K +600 +0.8%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$4.66M +$3.04M +49,915 +187%
PP
159
Palladium Partners
Virginia
$4.66M +$458K +7,518 +11%
HI
160
HBK Investments
Texas
$4.63M +$3.95M +64,795 +578%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$4.61M +$1.11M +18,280 +32%
VRS
162
Virginia Retirement Systems
Virginia
$4.54M – – –
IA
163
IndexIQ Advisors
New York
$4.5M +$4.5M +73,841 New
I
164
IberiaBank
Louisiana
$4.44M +$744K +12,208 +20%
APG Asset Management
165
APG Asset Management
Netherlands
$4.4M – – –
ANTB
166
AMG National Trust Bank
Colorado
$4.32M – – –
IAM
167
Impax Asset Management
New Hampshire
$4.26M +$1.18M +19,376 +38%
TPSF
168
Texas Permanent School Fund
Texas
$4.24M -$226K -3,707 -5%
GLA
169
Great Lakes Advisors
Illinois
$4.17M -$1.14M -18,751 -22%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$4.15M +$598K +9,821 +17%
LG
171
Leuthold Group
Minnesota
$4.15M -$617K -10,134 -13%
SEI Investments
172
SEI Investments
Pennsylvania
$4.02M -$51.8K -851 -1%
BFG
173
Beacon Financial Group
Texas
$4M -$194K -3,192 -5%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$4M +$3.08M +50,621 +337%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$3.94M -$292K -4,786 -7%
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7
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