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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 %
CIM
251
Calvert Investment Management
Maryland
$849K 18,872 +6,069 +47%
TG
252
TCW Group
California
$848K 18,850 +100 +0.5%
GCA
253
Gideon Capital Advisors
New York
$841K 18,701 +7,024 +60%
BC
254
Banced Corp
Illinois
$808K 17,965 +1,995 +12%
COPPSERS
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$800K 17,788 +176 +1%
GH
256
GAM Holding
Switzerland
$792K 17,618 -26,500 -60%
DekaBank Deutsche Girozentrale
257
DekaBank Deutsche Girozentrale
Germany
$754K 16,389 -290 -2%
OI
258
Oakbrook Investments
Illinois
$753K 16,750 -2,300 -12%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$747K 16,610 +7,990 +93%
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$742K 16,506 -1,044 -6%
TFA
261
Transamerica Financial Advisors
Florida
$739K 16,420 +955 +6%
LMGAM
262
Liberty Mutual Group Asset Management
Massachusetts
$723K 16,089 -16,656 -51%
QT
263
Quantbot Technologies
New York
$715K 15,904 +15,904 New
HWP
264
Hefty Wealth Partners
Indiana
$705K 15,677 +15,677 New
MERSOM
265
Municipal Employees' Retirement System of Michigan
Michigan
$704K 15,630 +80 +0.5%
ACS
266
Archford Capital Strategies
Illinois
$695K 13,142 +13,142 New
VKH
267
Virtu KCG Holdings
New York
$694K 15,423 +15,423 New
CBOA
268
Commonwealth Bank of Australia
Australia
$681K 15,165 +13,912 +1,110%
SO
269
STRS Ohio
Ohio
$669K 14,880 -377 -2%
SAM
270
Shell Asset Management
Netherlands
$659K 14,651 -33,181 -69%
ACM
271
Aviance Capital Management
Florida
$651K 14,484 +6,375 +79%
CIA
272
Capital Investment Advisors
Georgia
$632K 14,053 +14,053 New
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$623K 13,857 +13,857 New
LIA
274
LS Investment Advisors
Michigan
$609K 13,529 +191 +1%
HIC
275
Holderness Investments Company
North Carolina
$590K 13,113 +241 +2%
9 10
11
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