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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 %
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$2.27M 38,819 -1,685 -4%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$2.27M 38,712 -1,682 -4%
MSA
203
Mason Street Advisors
Wisconsin
$2.18M 37,228 -140 -0.4%
IA
204
Icon Advisers
Colorado
$2.17M 37,053 +8,253 +29%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$2.17M 37,047 -8,828 -19%
DM
206
Delphi Management
Massachusetts
$2.16M 36,870 -579 -2%
PLFAM
207
Pineno Levin & Ford Asset Management
Virginia
$2.16M 36,820 – –
MA
208
Montag & Associates
Georgia
$2.16M 36,800 – –
AB
209
Amalgamated Bank
New York
$2.07M 35,360 -825 -2%
DnB Asset Management
210
DnB Asset Management
Norway
$2.07M 35,343 -1,471 -4%
DADC
211
D.A. Davidson & Co
Montana
$2.05M 35,042 -1,674 -5%
B
212
BP
United Kingdom
$2.05M 35,000 +35,000 New
CWM
213
CIBC World Markets
New York
$2.05M 34,900 -2,722 -7%
AIMCA
214
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.02M 34,400 +34,400 New
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$1.98M 33,733 -25,019 -43%
OSNBOA
216
Old Second National Bank of Aurora
Illinois
$1.96M 33,366 +436 +1%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M 33,356 -1,431 -4%
SBH
218
Segall Bryant & Hamill
Illinois
$1.95M 33,230 +28,200 +561%
AI
219
Atria Investments
North Carolina
$1.92M 32,812 -6,337 -16%
FWIA
220
Fort Washington Investment Advisors
Ohio
$1.92M 32,720 – –
LPL Financial
221
LPL Financial
California
$1.9M 32,363 +8,237 +34%
O
222
OppenheimerFunds
New York
$1.84M 31,428 +721 +2%
BTS
223
BB&T Securities
Virginia
$1.82M 31,046 +24,656 +386%
IP
224
Interval Partners
New York
$1.77M 30,152 -7,668 -20%
UB
225
UMB Bank
Missouri
$1.75M 29,795 -4,096 -12%
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