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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
VFS
326
VSR Financial Services
Kansas
$243K 5,136 -282 -5%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$241K 5,086 +90 +2%
Bank of Nova Scotia
328
Bank of Nova Scotia
Ontario, Canada
$240K 5,080 +180 +4%
AIP
329
Ameritas Investment Partners
Nebraska
$239K 5,048 – –
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$238K 5,029 +5,029 New
FAT
331
First American Trust
California
$237K 5,000 – –
CTC
332
Central Trust Company
Missouri
$237K 5,009 +3,641 +266%
PAM
333
PartnerRe Asset Management
Connecticut
$235K 4,961 +11 +0.2%
Nomura Holdings
334
Nomura Holdings
Japan
$223K 4,667 -44,174 -90%
IGIM
335
I.G. Investment Management
Manitoba, Canada
$223K 4,707 +580 +14%
IFS
336
Ifrah Financial Services
Arkansas
$221K 4,668 -8 -0.2%
QIM
337
Quest Investment Management
Oregon
$218K 4,600 – –
VAM
338
Visium Asset Management
New York
$215K 4,548 +4,548 New
SC
339
Savant Capital
Illinois
$206K 4,341 +1 +0%
CSS
340
Cubist Systematic Strategies
Connecticut
$206K 4,347 +4,347 New
V
341
Veritable
Delaware
$204K 4,306 +171 +4%
CC
342
Courier Capital
New York
$203K 4,278 +4,278 New
FMT
343
First Mercantile Trust
Tennessee
$199K 4,200 – –
W
344
Wealthfront
California
$187K 3,953 -1,259 -24%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$172K 3,629 +434 +14%
MAM
346
Mizuho Asset Management
Japan
$160K 3,374 +641 +23%
HNB
347
Huntington National Bank
Ohio
$158K 3,329 -41 -1%
WTB
348
Washington Trust Bank
Washington
$150K 3,165 +540 +21%
SC
349
SRB Corp
Massachusetts
$139K 2,935 +145 +5%
SSB
350
Sandy Spring Bank
Maryland
$120K 2,543 – –
12 13
14
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