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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
Capital Research Global Investors
California
$898M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$595M
3
State Street
State Street
Massachusetts
$781M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
BFA
BlackRock Fund Advisors
California
$307M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$276M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$983M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
TA
Teachers Advisors
New York
$84.9M
5
TCIM
TIAA CREF Investment Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Commerzbank Aktiengesellschaft
Germany
$486K +$78.9K +1,365 +19%
FAN
327
Financial Advisors Network
California
$481K +$481K +8,307 New
NB
328
Norinchukin Bank
Japan
$480K +$109K +1,885 +29%
Neuberger Berman Group
329
Neuberger Berman Group
New York
$479K -$41.9K -725 -8%
CL
330
Choreo LLC
Illinois
$470K +$26.2K +452 +6%
DVM
331
Dreman Value Management
Florida
$469K +$65K +1,122 +16%
IAM
332
Integre Asset Management
New York
$468K – – –
Envestnet Asset Management
333
Envestnet Asset Management
Illinois
$466K -$55.6K -962 -11%
JIM
334
Jupiter Investment Management
United Kingdom
$448K -$8.66M -149,669 -95%
WAM
335
Wealthspire Advisors (Maryland)
Maryland
$444K -$27.4K -473 -6%
VIM
336
Veritas Investment Management
United Kingdom
$444K – – –
EHWM
337
Eads & Heald Wealth Management
Georgia
$436K +$29.7K +514 +7%
BC
338
Burney Company
Virginia
$430K +$112K +1,935 +35%
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$411K +$92.6K +1,600 +29%
MSV
340
MN Services Vermogensbeheer
Netherlands
$407K – – –
LNWWM
341
Laird Norton Wetherby Wealth Management
California
$401K +$2.2K +38 +0.6%
Truist Financial
342
Truist Financial
North Carolina
$396K -$86.3K -1,488 -18%
CONA
343
Capital One National Association
New York
$396K +$45.3K +784 +13%
GWM
344
Geneos Wealth Management
Colorado
$395K +$3.46K +60 +0.9%
Federated Hermes
345
Federated Hermes
Pennsylvania
$391K -$27.7K -479 -7%
NPC
346
National Planning Corporation
California
$386K – – –
TAF
347
Tredje AP-fonden
Sweden
$385K -$37.9K -654 -9%
ECM
348
Everence Capital Management
Indiana
$376K – – –
CC
349
ClearArc Capital
Ohio
$375K -$3.7K -64 -1%
FAAS
350
First Allied Advisory Services
California
$371K +$371K +6,416 New
12 13
14
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