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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
201
Mutual of America Capital Management
New York
$2.36M 41,245 +99 +0.2%
ARTA
202
A.R.T. Advisors
New York
$2.35M 41,100 +18,600 +83%
ZIM
203
Zacks Investment Management
Illinois
$2.35M 41,061 +41,061 New
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$2.34M 41,023 – –
DADC
205
D.A. Davidson & Co
Montana
$2.34M 41,010 +624 +2%
MSL
206
Mackay Shields LLC
New York
$2.33M 40,793 -33,100 -45%
KM
207
Kalos Management
Georgia
$2.29M 40,133 +40,133 New
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$2.27M 39,691 +162 +0.4%
SCM
209
Sterling Capital Management
North Carolina
$2.24M 39,250 +25,650 +189%
AB
210
Amalgamated Bank
New York
$2.21M 38,677 -769 -2%
EI
211
EDMP Inc
Florida
$2.21M 39,518 +12,878 +48%
NC
212
NewSquare Capital
Pennsylvania
$2.13M 37,283 +1,975 +6%
MSA
213
Mason Street Advisors
Wisconsin
$2.11M 36,939 -6 -0%
OAM
214
Oxford Asset Management
United Kingdom
$2.11M 36,857 -15,440 -30%
OSNBOA
215
Old Second National Bank of Aurora
Illinois
$2.08M 36,367 +336 +0.9%
Holocene Advisors
216
Holocene Advisors
New York
$2.07M 36,196 -2,321 -6%
HSA
217
Hussman Strategic Advisors
Maryland
$2.06M 36,000 +36,000 New
PLFAM
218
Pineno Levin & Ford Asset Management
Virginia
$2.04M 35,620 – –
FWIA
219
Fort Washington Investment Advisors
Ohio
$2M 35,026 +11,563 +49%
MA
220
Montag & Associates
Georgia
$1.87M 32,800 -415 -1%
Wealthfront Advisers
221
Wealthfront Advisers
California
$1.87M 32,744 -10,452 -24%
II
222
IFM Investors
Australia
$1.87M 32,688 +12,568 +62%
HIMCH
223
Hartford Investment Management Co (HIMCO)
Connecticut
$1.85M 32,452 +277 +0.9%
SG Americas Securities
224
SG Americas Securities
New York
$1.81M 31,643 +1,689 +6%
SIS
225
Sound Income Strategies
Florida
$1.76M 30,723 +4,414 +17%
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