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Principal Financial Group
PFG

Overview Fund Activity

590 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
590
Holders Change
+18
Holders Change %
+3.15%
% of All Funds
12.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
185
Reduced
215
Closed
48
Calls
$8.52M
Puts
$8.08M
Net Calls
+$442K
Net Calls Change
+$493K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.18B
2
O
2
OppenheimerFunds
New York
$41.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$84.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$432M
5
Invesco
5
Invesco
Georgia
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$403M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$13.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
201
Amalgamated Bank
New York
$1.78M 35,421 +944 +3%
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.77M 35,348 -32,700 -48%
OSNBOA
203
Old Second National Bank of Aurora
Illinois
$1.74M 34,677 +16,019 +86%
CWM
204
CIBC World Markets
New York
$1.72M 34,275 -2,477 -7%
MA
205
Montag & Associates
Georgia
$1.71M 34,000 – –
Wealthfront Advisers
206
Wealthfront Advisers
California
$1.69M 33,567 +9,421 +39%
DnB Asset Management
207
DnB Asset Management
Norway
$1.68M 33,429 -1,714 -5%
SBH
208
Segall Bryant & Hamill
Illinois
$1.65M 32,845 +900 +3%
SAM
209
Sompo Asset Management
Japan
$1.64M 32,730 -6,500 -17%
NC
210
NewSquare Capital
Pennsylvania
$1.59M 31,648 +6,711 +27%
ECM
211
Element Capital Management
New York
$1.58M 31,375 +31,375 New
WI
212
WBI Investments
New Jersey
$1.56M 31,015 +12,364 +66%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M 30,834 -961 -3%
SRAM
214
Stone Ridge Asset Management
New York
$1.55M 30,781 +10,997 +56%
CCP
215
Corient Capital Partners
California
$1.51M 30,116 -4,271 -12%
CWG
216
Cornerstone Wealth Group
North Carolina
$1.51M 30,080 +30,080 New
Citadel Advisors
217
Citadel Advisors
Florida
$1.49M 29,622 -11,390 -28%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$1.47M 29,224 -15,982 -35%
HW
219
Hancock Whitney
Mississippi
$1.47M 29,193 +3,655 +14%
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$1.42M 28,250 – –
SAM
221
Securian Asset Management
Minnesota
$1.33M 26,473 -31 -0.1%
PAM
222
Panagora Asset Management
Massachusetts
$1.32M 26,252 -16,557 -39%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$1.29M 25,701 +3,876 +18%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$1.28M 25,524 -530 -2%
SDIC
225
South Dakota Investment Council
South Dakota
$1.28M 25,500 +5,600 +28%
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