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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.

New
Increased
Maintained
Reduced
Closed
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 %
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$972K -$11.6K -200 -1%
DIA
277
Dean Investment Associates
Ohio
$937K -$61K -1,054 -6%
Mariner
278
Mariner
Kansas
$926K +$220K +3,805 +31%
JG
279
Jefferies Group
New York
$916K +$916K +15,834 New
HCM
280
Highbridge Capital Management
New York
$914K +$914K +15,792 New
JIP
281
Jaffetilchin Investment Partners
Florida
$896K +$662K +11,438 +282%
PG
282
PEAK6 Group
Illinois
$890K +$890K +15,380 New
COPPSERS
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$887K +$3.53K +61 +0.4%
IIM
284
Intact Investment Management
Quebec, Canada
$874K -$2.82M -48,800 -76%
ERSOT
285
Employees Retirement System of Texas
Texas
$868K – – –
FI
286
FormulaFolio Investments
Michigan
$852K +$852K +14,732 New
GC
287
Gilbert & Cook
Iowa
$851K +$851K +14,702 New
CSS
288
Cubist Systematic Strategies
Connecticut
$842K +$842K +14,549 New
RIM
289
Rampart Investment Management
Connecticut
$839K -$2.72K -47 -0.3%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$830K -$104K -1,801 -11%
EI
291
Elkhorn Investments
Illinois
$821K +$821K +14,185 New
TFA
292
Transamerica Financial Advisors
Florida
$806K +$3.65K +63 +0.5%
SGI
293
Summit Global Investments
Utah
$786K +$786K +13,581 New
Creative Planning
294
Creative Planning
Kansas
$781K +$76.2K +1,316 +11%
Rafferty Asset Management
295
Rafferty Asset Management
New York
$779K -$216K -3,738 -22%
OI
296
Oakbrook Investments
Illinois
$778K -$972K -16,800 -56%
LIA
297
LS Investment Advisors
Michigan
$745K +$8.04K +139 +1%
KeyBank National Association
298
KeyBank National Association
Ohio
$744K -$4.98K -86 -0.7%
Canada Pension Plan Investment Board
299
Canada Pension Plan Investment Board
Ontario, Canada
$711K -$2.45M -42,403 -78%
SIM
300
Sentry Investment Management
Wisconsin
$707K – – –
10 11
12
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