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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 %
AG
176
Advisor Group
Arizona
$3.14M 53,627 +5,608 +12%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$3.09M 52,815 -53 -0.1%
URS
178
Utah Retirement Systems
Utah
$3.07M 52,478 +100 +0.2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$3.04M 51,947 -18,119 -26%
PI
180
PineBridge Investments
New York
$2.93M 49,984 -157,878 -76%
TCM
181
Twin Capital Management
Pennsylvania
$2.93M 49,936 +6,096 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
182
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.88M 49,156 -2,300 -4%
CS
183
Candriam SCA
Luxembourg
$2.86M 48,760 -15,671 -24%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$2.72M 46,341 -4,661 -9%
CCP
185
Corient Capital Partners
California
$2.68M 45,662 – –
RJA
186
Raymond James & Associates
Florida
$2.67M 45,601 +23,030 +102%
CBOA
187
Commonwealth Bank of Australia
Australia
$2.64M 45,145 +7,900 +21%
MSV
188
MN Services Vermogensbeheer
Netherlands
$2.63M 44,876 – –
Comerica Bank
189
Comerica Bank
Texas
$2.61M 50,820 -14,075 -22%
CCM
190
Cadence Capital Management
Massachusetts
$2.59M 44,156 -17,283 -28%
SWMG
191
Signature Wealth Management Group
Georgia
$2.55M 55,574 +55,499 +73,999%
VAM
192
Visionary Asset Management
Texas
$2.54M 43,399 -365 -0.8%
PAM
193
Panagora Asset Management
Massachusetts
$2.46M 42,009 -39,525 -48%
MOACM
194
Mutual of America Capital Management
New York
$2.44M 41,567 -72 -0.2%
WAM
195
Wolverine Asset Management
Illinois
$2.43M 41,500 +1,500 +4%
DIA
196
Dean Investment Associates
Ohio
$2.43M 41,434 +8,111 +24%
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$2.36M 40,272 -568 -1%
GP
198
Girard Partners
Pennsylvania
$2.32M 39,610 +5,908 +18%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.28M 38,886 +1,400 +4%
Federated Hermes
200
Federated Hermes
Pennsylvania
$2.27M 38,819 -55,953 -59%
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