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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 %
US Bancorp
151
US Bancorp
Minnesota
$4.6M 78,448 +18,521 +31%
CM
152
Columbus Macro
Pennsylvania
$4.55M 77,701 -107 -0.1%
FCM
153
Flinton Capital Management
Pennsylvania
$4.55M 77,584 +16,400 +27%
MIM
154
MetLife Investment Management
New Jersey
$4.51M 77,060 -1,344 -2%
MPM
155
Meritage Portfolio Management
Kansas
$4.36M 74,348 +34,959 +89%
IA
156
IndexIQ Advisors
New York
$4.29M 73,228 -37,424 -34%
XK
157
Xact Kapitalforvaltning
Sweden
$4.21M 71,822 -7,011 -9%
QI
158
QS Investors
New York
$4.11M 70,060 +11,855 +20%
DIP
159
DT Investment Partners
Pennsylvania
$3.98M 67,852 +6,860 +11%
CB
160
Commerce Bank
Missouri
$3.95M 67,398 +2,545 +4%
Rafferty Asset Management
161
Rafferty Asset Management
New York
$3.9M 66,609 -7,534 -10%
EVM
162
Eaton Vance Management
Massachusetts
$3.85M 65,707 +233 +0.4%
SAM
163
Sompo Asset Management
Japan
$3.81M 65,060 +5,380 +9%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$3.8M 67,517 -14,371 -18%
CM
165
Churchill Management
California
$3.76M 64,135 +64,135 New
SG Americas Securities
166
SG Americas Securities
New York
$3.75M 63,979 +39,953 +166%
BFG
167
Beacon Financial Group
Texas
$3.73M 63,719 -2,057 -3%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$3.65M 62,255 -9,735 -14%
CIC
169
Cornercap Investment Counsel
Georgia
$3.62M 61,710 +5,230 +9%
TPSF
170
Texas Permanent School Fund
Texas
$3.48M 59,449 -5,545 -9%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$3.46M 59,116 -5,568 -9%
MGIA
172
Moneta Group Investment Advisors
Missouri
$3.42M 58,328 -7,000 -11%
ERSOT
173
Employees Retirement System of Texas
Texas
$3.36M 57,400 -89,200 -61%
TW
174
Transform Wealth
Colorado
$3.27M 55,800 -18,100 -24%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$3.21M 54,841 +24,698 +82%
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