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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 %
SIG
351
Schooner Investment Group
Pennsylvania
$118K 2,500 -2,500 -50%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$103K 2,180 +315 +17%
NIMI
353
Natixis Investment Managers International
France
$100K 2,112 +608 +40%
MCM
354
Manchester Capital Management
Vermont
$88K 1,860 – –
PAIA
355
Park Avenue Institutional Advisers
New York
$86K 1,823 -22 -1%
DOA
356
D'Orazio & Associates
Virginia
$80K 1,575 – –
GLI
357
Guardian Life Insurance
New York
$76K 1,602 +402 +34%
Twin Tree Management
358
Twin Tree Management
Texas
$76K 1,596 +1,596 New
OAM
359
Orinda Asset Management
California
$76K 1,608 +1,608 New
VFA
360
Virtus Fund Advisers
Connecticut
$75K 1,582 – –
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K 1,539 -220 -13%
QCG
362
Quadrant Capital Group
Ohio
$73K 1,559 -8 -0.5%
CF
363
CenterStar Fund
Illinois
– – – –
CG
364
Colony Group
Massachusetts
$66K 1,401 – –
CBOA
365
Commonwealth Bank of Australia
Australia
$60K 1,253 +13 +1%
IP
366
Isthmus Partners
Wisconsin
$51K 1,079 -1,658 -61%
MFS
367
MSI Financial Services
Massachusetts
$51K 1,077 +4 +0.4%
CFA
368
Carroll Financial Associates
North Carolina
$50K 1,039 +555 +115%
TSW
369
Thompson Siegel & Walmsley
Virginia
$48K 1,005 +1,005 New
FNBT
370
FineMark National Bank & Trust
Florida
$40K 843 +213 +34%
SAMC
371
Shinko Asset Management Company
Japan
$39K 828 -85 -9%
FHA
372
First Horizon Advisors
Tennessee
$39K 839 +39 +5%
NFG
373
Next Financial Group
Texas
$37K 795 – –
NCM
374
Nelson Capital Management
California
$36K 750 – –
DAM
375
Delta Asset Management
Tennessee
$36K 750 – –
13 14
15
16 17