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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
IAM
201
Impax Asset Management
New Hampshire
$2.87M 44,572 – –
Rafferty Asset Management
202
Rafferty Asset Management
New York
$2.87M 44,553 +4,994 +13%
CC
203
Cipher Capital
New York
$2.79M 43,378 -10,068 -19%
CBOA
204
Commonwealth Bank of Australia
Australia
$2.79M 43,454 +1,511 +4%
SCM
205
Sterling Capital Management
North Carolina
$2.76M 42,959 – –
SOADOR
206
State of Alaska Department of Revenue
Alaska
$2.72M 42,251 +13,450 +47%
RG
207
Renaissance Group
Kentucky
$2.71M 42,175 -2,263 -5%
SG Americas Securities
208
SG Americas Securities
New York
$2.71M 42,045 -22,305 -35%
CS
209
Candriam SCA
Luxembourg
$2.67M 41,493 +1,423 +4%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$2.54M 39,540 -1,127 -3%
CWM
211
CIBC World Markets
New York
$2.52M 39,138 +1,261 +3%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$2.51M 39,074 +1,503 +4%
FWIA
213
Fort Washington Investment Advisors
Ohio
$2.49M 38,701 – –
PLFAM
214
Pineno Levin & Ford Asset Management
Virginia
$2.45M 38,003 – –
JG
215
Jefferies Group
New York
$2.44M 37,916 -7,174 -16%
MSA
216
Mason Street Advisors
Wisconsin
$2.4M 37,305 +104 +0.3%
N
217
Natixis
France
$2.4M 37,243 +22,025 +145%
DADC
218
D.A. Davidson & Co
Montana
$2.29M 35,566 -3,093 -8%
ARTA
219
A.R.T. Advisors
New York
$2.24M 34,800 +13,600 +64%
CCM
220
Cadence Capital Management
Massachusetts
$2.22M 34,496 -9,081 -21%
MA
221
Montag & Associates
Georgia
$2.19M 33,990 -955 -3%
B
222
Barings
North Carolina
$2.17M 33,764 – –
O
223
OppenheimerFunds
New York
$2.16M 33,550 +3,457 +11%
DnB Asset Management
224
DnB Asset Management
Norway
$2.07M 32,214 – –
TAF
225
Tredje AP-fonden
Sweden
$2.05M 31,880 +18,860 +145%
7 8
9
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