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Principal Financial Group
PFG

Overview Fund Activity

454 hedge funds and large institutions have $7.68B invested in Principal Financial Group in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
-7
Holders Change %
-1.52%
% of All Funds
12.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
51
Increased
185
Reduced
147
Closed
55
Calls
$12.9M
Puts
$6.75M
Net Calls
+$6.2M
Net Calls Change
-$4.4M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$489M
2
Millennium Management
2
Millennium Management
New York
$46.8M
3
WG
3
Winton Group
United Kingdom
$63.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$64.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$33M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$674M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$336K
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
KRS
226
Kentucky Retirement Systems
Kentucky
$983K 24,917 +4,238 +20%
CPIM
227
Columbia Partners Investment Management
Virginia
$954K 24,202 +24,202 New
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$952K 24,142 -999 -4%
CIP
229
Convergence Investment Partners
Florida
$951K 24,110 -58,452 -71%
Federated Hermes
230
Federated Hermes
Pennsylvania
$922K 23,390 -169,379 -88%
CIM
231
Calvert Investment Management
Maryland
$917K 23,238 +4,366 +23%
UB
232
UMB Bank
Missouri
$912K 23,117 -500 -2%
CCM
233
Canal Capital Management
Virginia
$878K 22,248 -1,192 -5%
FHC
234
First Houston Capital
Texas
$874K 22,150 -2,400 -10%
JG
235
Jefferies Group
New York
$867K 21,985 -4,056 -16%
SG Americas Securities
236
SG Americas Securities
New York
$867K 21,983 +19,013 +640%
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$851K 21,577 +181 +0.8%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$841K 21,320 +4,710 +28%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$835K 21,177 -1,129 -5%
ERSOT
240
Employees Retirement System of Texas
Texas
$828K 21,000 – –
DL
241
Delta Lloyd
Netherlands
$817K 20,706 – –
LMGAM
242
Liberty Mutual Group Asset Management
Massachusetts
$813K 20,629 +4,540 +28%
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$794K 20,126 +2,338 +13%
Verition Fund Management
244
Verition Fund Management
Connecticut
$777K 19,696 +19,696 New
DIP
245
DT Investment Partners
Pennsylvania
$760K 19,261 +19,261 New
TFA
246
Transamerica Financial Advisors
Florida
$754K 19,101 +2,681 +16%
TG
247
TCW Group
California
$750K 19,000 +150 +0.8%
HWP
248
Hefty Wealth Partners
Indiana
$744K 18,865 +3,188 +20%
Truist Financial
249
Truist Financial
North Carolina
$723K 18,329 -8,521 -32%
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$714K 18,100 -1,000 -5%
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