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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
O
201
OppenheimerFunds
New York
$1.55M 35,075 +3,647 +12%
PI
202
PEAK6 Investments
Illinois
$1.54M 34,941 +24,712 +242%
SEI Investments
203
SEI Investments
Pennsylvania
$1.54M 26,321 -1,717 -6%
AB
204
Amalgamated Bank
New York
$1.52M 34,477 -883 -2%
CCP
205
Corient Capital Partners
California
$1.52M 34,387 -11,275 -25%
AAM
206
Advisors Asset Management
Colorado
$1.51M 34,287 +7,200 +27%
MA
207
Montag & Associates
Georgia
$1.5M 34,000 -2,800 -8%
MCP
208
Martin Capital Partners
Oregon
$1.48M 33,435 +27,375 +452%
Jane Street
209
Jane Street
New York
$1.45M 32,798 +18,172 +124%
SBH
210
Segall Bryant & Hamill
Illinois
$1.41M 31,945 -1,285 -4%
HIMCH
211
Hartford Investment Management Co (HIMCO)
Connecticut
$1.4M 31,795 -1,561 -5%
CPO
212
Cerity Partners OCIO
New York
$1.36M 30,790 +30,790 New
Lazard Asset Management
213
Lazard Asset Management
New York
$1.34M 30,274 +30,274 New
B
214
BP
United Kingdom
$1.33M 30,000 -5,000 -14%
Macquarie Group
215
Macquarie Group
Australia
$1.3M 29,500 +180 +0.6%
BTS
216
BB&T Securities
Virginia
$1.25M 28,365 -2,681 -9%
WCM
217
Weld Capital Management
New York
$1.25M 28,354 +28,354 New
TRSOTSOK
218
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M 28,250 – –
Voloridge Investment Management
219
Voloridge Investment Management
Florida
$1.25M 28,184 -210,398 -88%
OI
220
Oakbrook Investments
Illinois
$1.2M 27,200 -1,290 -5%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$1.2M 27,481 -34,774 -56%
GP
222
Girard Partners
Pennsylvania
$1.19M 26,849 -12,761 -32%
SAM
223
Securian Asset Management
Minnesota
$1.17M 26,504 -331 -1%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$1.15M 26,054 +1,248 +5%
HW
225
Hancock Whitney
Mississippi
$1.13M 25,538 +4,675 +22%
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