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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$431M
5
State Street
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
201
James Investment Research
Ohio
$2.93M -$7.75M -127,295 -73%
HighTower Advisors
202
HighTower Advisors
Illinois
$2.85M -$389K -6,392 -12%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.8M +$60.9K +1,000 +2%
MSV
204
MN Services Vermogensbeheer
Netherlands
$2.73M – – –
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$2.72M +$30.2K +496 +1%
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$2.7M -$233K -3,824 -8%
CCP
207
Corient Capital Partners
California
$2.65M +$100K +1,642 +4%
TCM
208
Twin Capital Management
Pennsylvania
$2.64M -$1.1M -18,000 -29%
AG
209
Advisor Group
Arizona
$2.64M -$159K -2,607 -6%
CCM
210
Cadence Capital Management
Massachusetts
$2.63M +$578K +9,487 +28%
DGHMC
211
Dalton, Greiner, Hartman, Maher & Co
New York
$2.63M -$8.64M -141,815 -77%
TI
212
Trexquant Investment
Connecticut
$2.6M +$398K +6,536 +18%
MOACM
213
Mutual of America Capital Management
New York
$2.53M -$1.23M -20,263 -33%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$2.53M +$21.5K +353 +0.9%
EIM
215
ExxonMobil Investment Management
Texas
$2.51M -$88.9K -1,460 -3%
AAM
216
Advisors Asset Management
Colorado
$2.5M -$960K -15,408 -28%
MCIM
217
Meadow Creek Investment Management
Georgia
$2.5M +$611K +10,032 +32%
RG
218
Renaissance Group
Kentucky
$2.49M -$38K -624 -2%
MA
219
Montag & Associates
Georgia
$2.33M +$327K +5,360 +16%
MSA
220
Mason Street Advisors
Wisconsin
$2.29M +$7.19K +118 +0.3%
CBOA
221
Commonwealth Bank of Australia
Australia
$2.25M +$2.25M +37,000 New
PLFAM
222
Pineno Levin & Ford Asset Management
Virginia
$2.24M -$12.2K -200 -0.5%
RJA
223
Raymond James & Associates
Florida
$2.18M -$812K -13,342 -27%
DnB Asset Management
224
DnB Asset Management
Norway
$2.16M +$164K +2,700 +8%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$2.14M -$455K -7,476 -18%
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