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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 %
M&T Bank
301
M&T Bank
New York
$688K +$10.9K +189 +2%
VFA
302
Voya Financial Advisors
Connecticut
$686K +$8.67K +150 +1%
GS
303
GAM Systematic
United Kingdom
$682K +$166K +2,863 +32%
HIC
304
Holderness Investments Company
North Carolina
$676K – – –
CAM
305
Carret Asset Management
New York
$636K -$14.5K -250 -2%
OMCS
306
Old Mutual Customised Solutions
South Africa
$631K +$203K +3,500 +47%
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$631K +$631K +10,900 New
NB
308
Nicolet Bankshares
Wisconsin
$616K -$28.9K -500 -4%
AAM
309
American Asset Management
Florida
$601K -$14.5K -250 -2%
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$589K -$293K -5,060 -33%
TRCT
311
Tower Research Capital (TRC)
New York
$583K +$451K +7,802 +341%
CI
312
Cigna Investments
Connecticut
$570K +$570K +9,851 New
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$555K -$44.4K -768 -7%
Macquarie Group
314
Macquarie Group
Australia
$555K +$11.6K +200 +2%
RFCA
315
R&F Capital Advisors
New York
$546K +$546K +9,438 New
VF
316
Virtu Financial
New York
$537K +$537K +9,283 New
CIA
317
Capital Investment Advisors
Georgia
$533K -$15.6K -269 -3%
GH
318
GAM Holding
Switzerland
$526K -$579K -10,000 -52%
BTS
319
BB&T Securities
Virginia
$523K – – –
Baird Financial Group
320
Baird Financial Group
Wisconsin
$513K +$513K +8,871 New
PA
321
Profund Advisors
Maryland
$507K +$119K +2,052 +31%
BF
322
BOK Financial
Oklahoma
$503K -$5.38K -93 -1%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$501K -$37.3K -645 -7%
CIBC World Market
324
CIBC World Market
Ontario, Canada
$498K -$532K -9,199 -52%
FBFS
325
First Business Financial Services
Wisconsin
$495K -$15.4K -267 -3%
11 12
13
14 15