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Principal Financial Group
PFG

Overview Fund Activity

463 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 126 reducing their positions, and 48 closing their positions.

Holders
463
Holders Change
+9
Holders Change %
+1.98%
% of All Funds
12.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
63
Increased
178
Reduced
126
Closed
48
Calls
$11.7M
Puts
$6.82M
Net Calls
+$4.89M
Net Calls Change
-$1.31M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$60.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$745M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.05B
5
Norges Bank
5
Norges Bank
Norway
$69.9M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$2.68M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$4.11M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$46.6M
4
Bank of America
4
Bank of America
North Carolina
$65.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$122K 2,960 -1,380 -32%
CIA
352
Cascade Investment Advisors
Oregon
$121K 2,945 +2,945 New
OAM
353
Orinda Asset Management
California
$119K 3,029 – –
WTB
354
Washington Trust Bank
Washington
$111K 2,696 – –
AIM
355
Acrospire Investment Management
Illinois
$111K 2,700 +400 +17%
MFS
356
MSI Financial Services
Massachusetts
$108K 2,631 -237 -8%
PI
357
PineBridge Investments
New York
$107K 2,587 -458 -15%
SIG
358
Schooner Investment Group
Pennsylvania
$103K 2,500 – –
ACM
359
Americafirst Capital Management
California
$99.9K 2,431 +2,431 New
HNB
360
Huntington National Bank
Ohio
$87K 2,115 -1,300 -38%
DOA
361
D'Orazio & Associates
Virginia
$82K 1,983 – –
QCG
362
Quadrant Capital Group
Ohio
$80K 2,075 +132 +7%
CTC
363
Central Trust Company
Missouri
$76K 1,852 -302 -14%
EA
364
Euclid Advisors
Connecticut
$76K 1,850 +1,850 New
PAIA
365
Park Avenue Institutional Advisers
New York
$71K 1,716 – –
NIPH
366
NN Investment Partners Holdings
Netherlands
$70K 1,704 – –
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$66K 1,603 -610 -28%
BIG
368
Bellwether Investment Group
Tennessee
$66K 1,598 +1,598 New
QT
369
Quantbot Technologies
New York
$65K 1,583 -78,179 -98%
VFA
370
Virtus Fund Advisers
Connecticut
$65K 1,582 – –
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K 1,548 – –
HPBT
372
High Point Bank & Trust
North Carolina
$54K 1,324 +1,324 New
GXMC
373
Global X Management Company
New York
$53K 1,280 +710 +125%
WC
374
Whitnell & Co
Illinois
$49K 1,182 +1,182 New
CHC
375
City Holding Co
West Virginia
$46K 1,122 +1,122 New
13 14
15
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