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Principal Financial Group
PFG

Overview Fund Activity

473 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
473
Holders Change
+10
Holders Change %
+2.16%
% of All Funds
12.64%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
56
Increased
171
Reduced
144
Closed
41
Calls
$14.1M
Puts
$9.37M
Net Calls
+$4.76M
Net Calls Change
-$135K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$424M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$976M
3
American Century Companies
3
American Century Companies
Missouri
$39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35B
5
PAM
5
Panagora Asset Management
Massachusetts
$81.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$374M
2
Millennium Management
2
Millennium Management
New York
$3.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
WG
4
Winton Group
United Kingdom
$7.51M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
351
Savant Capital
Illinois
$251K 4,865 -499 -9%
CGT
352
Capital Guardian Trust
California
$251K 4,876 – –
QIM
353
Quest Investment Management
Oregon
$237K 4,600 +4,600 New
ZIM
354
Zacks Investment Management
Illinois
$233K 4,526 +4,526 New
PM
355
Parametrica Management
Hong Kong
$231K 4,478 +4,478 New
SB
356
Suntrust Banks
Georgia
$230K 4,468 +4,468 New
GHA
357
GW Henssler & Associates
Georgia
$229K 4,450 +4,450 New
SBH
358
Segall Bryant & Hamill
Illinois
$229K 4,450 +4,450 New
ICOA
359
Investment Centers of America
North Dakota
$229K 4,469 +4,469 New
IFS
360
Ifrah Financial Services
Arkansas
$228K 4,417 -2,140 -33%
FMT
361
First Mercantile Trust
Tennessee
$216K 4,200 – –
LOAME
362
Lombard Odier Asset Management (Europe)
United Kingdom
$211K 4,100 +4,100 New
JIP
363
Jaffetilchin Investment Partners
Florida
$209K 4,050 +4,050 New
UCFA
364
United Capital Financial Advisors
Texas
$204K 3,951 +3,951 New
HFS
365
HL Financial Services
Kentucky
$200K 3,877 +3,877 New
Fuller & Thaler Asset Management
366
Fuller & Thaler Asset Management
California
$196K 3,800 +2,800 +280%
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$190K 3,683 +326 +10%
SC
368
SRB Corp
Massachusetts
$169K 3,289 – –
MFS
369
MSI Financial Services
Massachusetts
$160K 3,103 +472 +18%
Group One Trading
370
Group One Trading
Illinois
$160K 3,100 +3,100 New
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$153K 2,979 – –
AIM
372
Anchor Investment Management
South Carolina
$152K 2,960 – –
MAM
373
Mizuho Asset Management
Japan
$140K 2,726 -1,329 -33%
WTB
374
Washington Trust Bank
Washington
$140K 2,721 +25 +0.9%
JCM
375
Jacobi Capital Management
Pennsylvania
$137K 2,686 +2,002 +293%
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