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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$745K 15,736 +16 +0.1%
MERSOM
252
Municipal Employees' Retirement System of Michigan
Michigan
$736K 15,550 -670 -4%
Truist Financial
253
Truist Financial
North Carolina
$734K 15,517 +15,517 New
TFA
254
Transamerica Financial Advisors
Florida
$733K 15,465 +341 +2%
QI
255
Quotient Investors
New York
$723K 15,274 -19,226 -56%
SO
256
STRS Ohio
Ohio
$722K 15,257 +5,859 +62%
PP
257
PDT Partners
New York
$676K 14,288 +14,288 New
POA
258
Pergamon Offshore Advisors
New York
$648K 13,692 +13,692 New
LIA
259
LS Investment Advisors
Michigan
$631K 13,338 +952 +8%
HIC
260
Holderness Investments Company
North Carolina
$609K 12,872 +1,201 +10%
CIM
261
Calvert Investment Management
Maryland
$606K 12,803 +1,427 +13%
SIM
262
Sentry Investment Management
Wisconsin
$605K 12,773 -5,000 -28%
AIM
263
Assured Investment Management
New York
$603K 12,741 -11,827 -48%
CC
264
Cipher Capital
New York
$595K 12,575 -640 -5%
Nordea Investment Management
265
Nordea Investment Management
Sweden
$585K 12,366 +1,055 +9%
CAM
266
Carret Asset Management
New York
$580K 12,248 – –
DnB Asset Management
267
DnB Asset Management
Norway
$569K 12,014 -2,200 -15%
HighTower Advisors
268
HighTower Advisors
Illinois
$557K 11,707 +660 +6%
GCA
269
Gideon Capital Advisors
New York
$553K 11,677 +11,677 New
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$542K 11,451 +458 +4%
TMAM
271
Tokio Marine Asset Management
Japan
$527K 11,130 -638 -5%
BFG
272
Beacon Financial Group
Texas
$527K 11,262 +3,829 +52%
VIM
273
Veritas Investment Management
United Kingdom
$513K 10,845 – –
CS
274
Candriam SCA
Luxembourg
$510K 10,766 +2,865 +36%
Tudor Investment Corp
275
Tudor Investment Corp
Connecticut
$507K 10,700 -4,380 -29%
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