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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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$674M
2
Capital Research Global Investors
Capital Research Global Investors
California
$247M
3
Goldman Sachs
Goldman Sachs
New York
$75.3M
4
Citadel Advisors
Citadel Advisors
Florida
$336K
5
Victory Capital Management
Victory Capital Management
Texas
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
251
Barings
North Carolina
$697K +$387K +9,800 +125%
GH
252
GAM Holding
Switzerland
$695K – – –
CIC
253
Cornercap Investment Counsel
Georgia
$689K +$689K +17,475 New
Nordea Investment Management
254
Nordea Investment Management
Sweden
$667K +$203K +5,155 +44%
ACS
255
Archford Capital Strategies
Illinois
$654K +$135K +3,432 +26%
SO
256
STRS Ohio
Ohio
$628K +$41.1K +1,042 +7%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$622K -$271K -6,861 -30%
MERSOM
258
Municipal Employees' Retirement System of Michigan
Michigan
$619K +$2.37K +60 +0.4%
TG
259
TLP Group
Illinois
$619K +$352K +8,922 +132%
SAM
260
Shell Asset Management
Netherlands
$616K +$37.8K +959 +7%
NI
261
Numeric Investors
Massachusetts
$596K +$596K +15,100 New
NC
262
NewSquare Capital
Pennsylvania
$580K +$580K +14,699 New
NBC
263
Neuberger Berman Canada
Ontario, Canada
$551K +$106K +2,699 +24%
LIA
264
LS Investment Advisors
Michigan
$548K +$13.8K +350 +3%
CS
265
Candriam SCA
Luxembourg
$548K +$50.1K +1,278 +10%
QI
266
Quotient Investors
New York
$525K +$249K +6,300 +90%
KeyBank National Association
267
KeyBank National Association
Ohio
$515K -$2.25M -57,137 -81%
LTFS
268
Ladenburg Thalmann Financial Services
Florida
$515K -$135K -3,438 -21%
HIC
269
Holderness Investments Company
North Carolina
$514K -$3.59K -91 -0.7%
CIA
270
Capital Investment Advisors
Georgia
$511K -$43.8K -1,109 -8%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$511K +$32.6K +827 +7%
EGM
272
Engineers Gate Manager
New York
$503K +$259K +6,572 +106%
DTL
273
Dynamic Technology Lab
Singapore
$495K -$13.1K -333 -3%
KRSITF
274
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$484K +$81.8K +2,075 +20%
SIM
275
Sentry Investment Management
Wisconsin
$482K – – –
9 10
11
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