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Principal Financial Group
PFG

Overview Fund Activity

463 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 126 reducing their positions, and 48 closing their positions.

Holders
463
Holders Change
+9
Holders Change %
+1.98%
% of All Funds
12.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
63
Increased
178
Reduced
126
Closed
48
Calls
$11.7M
Puts
$6.82M
Net Calls
+$4.89M
Net Calls Change
-$1.31M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$60.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$745M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.05B
5
Norges Bank
5
Norges Bank
Norway
$69.9M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$2.68M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$4.11M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$46.6M
4
Bank of America
4
Bank of America
North Carolina
$65.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DIA
251
Dean Investment Associates
Ohio
$718K 17,458 +17,458 New
Nordea Investment Management
252
Nordea Investment Management
Sweden
$695K 16,914 – –
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$678K 16,476 +3,408 +26%
LPL Financial
254
LPL Financial
California
$668K 16,745 -14,342 -46%
WBC
255
Westpac Banking Corp
Australia
$658K 15,998 +3,859 +32%
ERSOT
256
Employees Retirement System of Texas
Texas
$617K 15,000 -6,000 -29%
IEFM
257
IQ EQ Fund Management
Ireland
$612K 13,665 -10,743 -44%
LIA
258
LS Investment Advisors
Michigan
$598K 14,537 +658 +5%
AB
259
Amalgamated Bank
New York
$594K 12,589 +2,215 +21%
Natixis Advisors
260
Natixis Advisors
Massachusetts
$558K 13,581 +1,786 +15%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$550K 13,376 +422 +3%
KeyBank National Association
262
KeyBank National Association
Ohio
$532K 12,948 -107 -0.8%
TFA
263
Transamerica Financial Advisors
Florida
$519K 12,612 -6,489 -34%
AQR Capital Management
264
AQR Capital Management
Connecticut
$510K 12,404 -77,783 -86%
SIM
265
Sentry Investment Management
Wisconsin
$503K 12,225 – –
Verition Fund Management
266
Verition Fund Management
Connecticut
$490K 11,916 -7,780 -40%
M&T Bank
267
M&T Bank
New York
$489K 11,913 +1,901 +19%
HIC
268
Holderness Investments Company
North Carolina
$476K 11,570 -1,452 -11%
CAM
269
Carret Asset Management
New York
$467K 11,350 – –
NB
270
Nicolet Bankshares
Wisconsin
$467K 11,368 +240 +2%
HighTower Advisors
271
HighTower Advisors
Illinois
$458K 11,108 +2,668 +32%
QI
272
Quotient Investors
New York
$452K 11,000 -2,300 -17%
KRSITF
273
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$447K 10,884 -1,388 -11%
TMAM
274
Tokio Marine Asset Management
Japan
$440K 10,699 -549 -5%
HA
275
Homestead Advisers
Virginia
$433K 10,536 +10,536 New
9 10
11
12 13