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Principal Financial Group
PFG

Overview Fund Activity

537 hedge funds and large institutions have $11.8B invested in Principal Financial Group in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 172 increasing their positions, 160 reducing their positions, and 36 closing their positions.

Holders
537
Holders Change
+64
Holders Change %
+13.53%
% of All Funds
13.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
107
Increased
172
Reduced
160
Closed
36
Calls
$31.7M
Puts
$17.7M
Net Calls
+$14.1M
Net Calls Change
+$9.31M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$898M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$595M
3
State Street
3
State Street
Massachusetts
$781M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
BFA
5
BlackRock Fund Advisors
California
$307M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$276M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$983M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
TA
4
Teachers Advisors
New York
$84.9M
5
TCIM
5
TIAA CREF Investment Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$1.66M +$75.2K +1,300 +5%
CAM
227
Capstone Asset Management
Texas
$1.65M -$16.8K -290 -1%
DnB Asset Management
228
DnB Asset Management
Norway
$1.64M +$63.6K +1,100 +4%
N
229
Natixis
France
$1.59M +$816K +14,110 +105%
O
230
OppenheimerFunds
New York
$1.57M -$89.5K -1,546 -5%
ANRIA
231
American National Registered Investment Advisor
Texas
$1.55M – – –
MNBTD
232
Moody National Bank Trust Division
Texas
$1.54M – – –
SAM
233
Securian Asset Management
Minnesota
$1.54M +$28.2K +488 +2%
IRF
234
IBM Retirement Fund
New York
$1.52M -$11.9K -196 -0.8%
Massachusetts Financial Services
235
Massachusetts Financial Services
Massachusetts
$1.5M -$54.8K -947 -4%
MERSOM
236
Municipal Employees' Retirement System of Michigan
Michigan
$1.49M -$66K -1,140 -4%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$1.47M +$14.6K +253 +1%
OTPPB
238
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.46M +$528K +9,129 +57%
WAM
239
World Asset Management
Michigan
$1.46M -$111K -1,920 -7%
DIP
240
DT Investment Partners
Pennsylvania
$1.43M – – –
HighTower Advisors
241
HighTower Advisors
Illinois
$1.42M +$794K +13,696 +126%
VIA
242
Virtus Investment Advisers
Connecticut
$1.42M +$1.29M +22,270 +1,005%
QT
243
Quantbot Technologies
New York
$1.38M +$1.38M +23,765 New
QC
244
Quadrature Capital
United Kingdom
$1.36M +$1.36M +23,446 New
Caisse de Depot et Placement du Quebec (CDPQ)
245
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.35M -$3.01M -52,000 -69%
LMGAM
246
Liberty Mutual Group Asset Management
Massachusetts
$1.3M -$1.97K -34 -0.2%
AQR Capital Management
247
AQR Capital Management
Connecticut
$1.29M +$60.4K +1,044 +5%
LPL Financial
248
LPL Financial
California
$1.26M +$58.4K +997 +5%
SOADOR
249
State of Alaska Department of Revenue
Alaska
$1.26M +$8.1K +140 +0.6%
MAM
250
Martingale Asset Management
Massachusetts
$1.25M -$7.73M -133,425 -86%
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