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Principal Financial Group
PFG

Overview Fund Activity

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$45.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$170M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$892M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
Ameriprise
2
Ameriprise
Minnesota
$10.7M
3
Capital International Investors
3
Capital International Investors
California
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$400M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$1.17M 26,027 -13,407 -34%
JG
227
Jefferies Group
New York
$1.17M 26,041 +8,490 +48%
SAM
228
Securian Asset Management
Minnesota
$1.17M 25,949 +423 +2%
SI
229
Stephens Inc
Arkansas
$1.16M 25,840 -62 -0.2%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$1.13M 25,141 +9,405 +60%
GCP
231
GSA Capital Partners
United Kingdom
$1.12M 24,870 +4,783 +24%
FHC
232
First Houston Capital
Texas
$1.1M 24,550 +950 +4%
UB
233
UMB Bank
Missouri
$1.06M 23,617 – –
CCM
234
Canal Capital Management
Virginia
$1.05M 23,440 +365 +2%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$1.02M 22,616 +1,111 +5%
AG
236
Algert Global
California
$1.01M 22,370 +5,030 +29%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$1M 22,306 +455 +2%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$962K 21,396 -692 -3%
ERSOT
239
Employees Retirement System of Texas
Texas
$945K 21,000 -2,000 -9%
SP
240
Sarasin & Partners
United Kingdom
$935K 20,798 – –
AAM
241
Advisors Asset Management
Colorado
$935K 20,776 +15,554 +298%
Fisher Asset Management
242
Fisher Asset Management
Washington
$933K 20,752 +727 +4%
DL
243
Delta Lloyd
Netherlands
$931K 20,706 – –
KRS
244
Kentucky Retirement Systems
Kentucky
$930K 20,679 +1,870 +10%
Two Sigma Investments
245
Two Sigma Investments
New York
$926K 20,579 -27,773 -57%
Citigroup
246
Citigroup
New York
$913K 20,303 +375 +2%
DC
247
Deere & Company
Illinois
$900K 20,007 – –
AC
248
Allstate Corporation
Illinois
$871K 19,366 +1,323 +7%
Stifel Financial
249
Stifel Financial
Missouri
$862K 19,162 -410 -2%
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$859K 19,100 -900 -5%
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