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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 %
TCM
201
Twin Capital Management
Pennsylvania
$2.32M 43,840 +430 +1%
VAM
202
Visionary Asset Management
Texas
$2.32M 43,764 +43,764 New
MOACM
203
Mutual of America Capital Management
New York
$2.21M 41,639 +63 +0.2%
DM
204
Delphi Management
Massachusetts
$2.18M 37,449 +37,449 New
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$2.16M 40,840 -3,537 -8%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$2.15M 40,504 -15,329 -27%
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$2.14M 40,394 -1,149 -3%
WAM
208
Wolverine Asset Management
Illinois
$2.12M 40,000 +25,000 +167%
MPM
209
Meritage Portfolio Management
Kansas
$2.09M 39,389 +39,389 New
AI
210
Atria Investments
North Carolina
$2.07M 39,149 +39,149 New
IP
211
Interval Partners
New York
$2M 37,820 +17,820 +89%
PG
212
PEAK6 Group
Illinois
$2M 37,816 +33,866 +857%
CWM
213
CIBC World Markets
New York
$1.99M 37,622 +2,702 +8%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.99M 37,486 +3,393 +10%
MSA
215
Mason Street Advisors
Wisconsin
$1.98M 37,368 -156 -0.4%
CBOA
216
Commonwealth Bank of Australia
Australia
$1.97M 37,245 +245 +0.7%
PLFAM
217
Pineno Levin & Ford Asset Management
Virginia
$1.95M 36,820 – –
DnB Asset Management
218
DnB Asset Management
Norway
$1.95M 36,814 +1,300 +4%
MA
219
Montag & Associates
Georgia
$1.95M 36,800 -1,450 -4%
FNT
220
First National Trust
Pennsylvania
$1.95M 36,799 +6,789 +23%
DADC
221
D.A. Davidson & Co
Montana
$1.94M 36,716 +2,094 +6%
AB
222
Amalgamated Bank
New York
$1.92M 36,185 +2,984 +9%
QSS
223
Quantitative Systematic Strategies
Florida
$1.88M 35,582 +23,559 +196%
TI
224
Trexquant Investment
Connecticut
$1.86M 35,137 -7,516 -18%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$1.84M 34,787 -21,959 -39%
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