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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 %
CS
176
Candriam SCA
Luxembourg
$3.41M 64,431 +13,723 +27%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$3.29M 62,051 +35,679 +135%
OAM
178
Oxford Asset Management
United Kingdom
$3.28M 61,365 +48,692 +384%
CCM
179
Cadence Capital Management
Massachusetts
$3.25M 61,439 +18,189 +42%
FCM
180
Flinton Capital Management
Pennsylvania
$3.24M 61,184 +31,312 +105%
DIP
181
DT Investment Partners
Pennsylvania
$3.23M 60,992 +8,702 +17%
US Bancorp
182
US Bancorp
Minnesota
$3.17M 59,927 -905 -1%
SAM
183
Sompo Asset Management
Japan
$3.16M 59,680 +9,775 +20%
EP
184
Edgestream Partners
New Jersey
$3.12M 58,850 -3,390 -5%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$3.11M 58,752 -75,999 -56%
QI
186
QS Investors
New York
$3.08M 58,205 -514 -0.9%
N
187
Natixis
France
$3.06M 57,790 -153,752 -73%
CIC
188
Cornercap Investment Counsel
Georgia
$2.99M 56,480 -1,980 -3%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$2.8M 52,868 +386 +0.7%
URS
190
Utah Retirement Systems
Utah
$2.77M 52,378 +2,700 +5%
SFI
191
Susquehanna Fundamental Investments
Pennsylvania
$2.77M 52,354 +52,354 New
Caisse de Depot et Placement du Quebec (CDPQ)
192
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.73M 51,456 +2,300 +5%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$2.7M 51,002 +1,969 +4%
SEI Investments
194
SEI Investments
Pennsylvania
$2.61M 49,293 -16,615 -25%
AG
195
Advisor Group
Arizona
$2.54M 48,019 +4,733 +11%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.44M 46,011 – –
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$2.43M 45,875 +1,166 +3%
CCP
198
Corient Capital Partners
California
$2.42M 45,662 +2,217 +5%
MSV
199
MN Services Vermogensbeheer
Netherlands
$2.38M 44,876 – –
MSL
200
Mackay Shields LLC
New York
$2.37M 44,785 -38,200 -46%
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