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Principal Financial Group
PFG

Overview Fund Activity

590 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
590
Holders Change
+18
Holders Change %
+3.15%
% of All Funds
12.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
185
Reduced
215
Closed
48
Calls
$8.52M
Puts
$8.08M
Net Calls
+$442K
Net Calls Change
+$493K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.18B
2
O
2
OppenheimerFunds
New York
$41.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$84.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$432M
5
Invesco
5
Invesco
Georgia
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$403M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$13.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
XK
151
Xact Kapitalforvaltning
Sweden
$3.48M 69,313 -2,509 -3%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$3.38M 67,356 +1,286 +2%
RIM
153
Redpoint Investment Management
Australia
$3.3M 65,803 – –
ProShare Advisors
154
ProShare Advisors
Maryland
$3.27M 65,226 -1,083 -2%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$3.25M 64,765 -3,451 -5%
CIC
156
Cornercap Investment Counsel
Georgia
$3.15M 62,814 +230 +0.4%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$3.04M 60,488 -104 -0.2%
QI
158
QS Investors
New York
$3.02M 60,144 -12,691 -17%
SWMG
159
Signature Wealth Management Group
Georgia
$2.9M 57,768 +936 +2%
AG
160
Advisor Group
Arizona
$2.89M 57,471 +1,695 +3%
CBOA
161
Commonwealth Bank of Australia
Australia
$2.87M 57,314 -755 -1%
MGIA
162
Moneta Group Investment Advisors
Missouri
$2.82M 56,107 -17 -0%
Rafferty Asset Management
163
Rafferty Asset Management
New York
$2.8M 55,810 +7,241 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.72M 54,256 -1,800 -3%
LPL Financial
165
LPL Financial
California
$2.71M 54,068 +17,834 +49%
CPO
166
Cerity Partners OCIO
New York
$2.7M 53,762 +22,972 +75%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$2.7M 53,732 +15,915 +42%
TAM
168
Tealwood Asset Management
Minnesota
$2.66M 53,007 -1,483 -3%
URS
169
Utah Retirement Systems
Utah
$2.62M 52,141 -337 -0.6%
RJA
170
Raymond James & Associates
Florida
$2.57M 51,175 +2,926 +6%
TPSF
171
Texas Permanent School Fund
Texas
$2.53M 50,355 -2,591 -5%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$2.52M 50,293 -142,773 -74%
DILIC
173
Dai-ichi Life Insurance Company
Japan
$2.47M 49,219 – –
BWM
174
BerganKDV Wealth Management
Minnesota
$2.42M 48,266 +5,387 +13%
AAM
175
Advisors Asset Management
Colorado
$2.42M 48,215 +13,928 +41%
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