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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
1
Capital Research Global Investors
California
$898M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$595M
3
State Street
3
State Street
Massachusetts
$781M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
BFA
5
BlackRock Fund Advisors
California
$307M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$276M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$983M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
TA
4
Teachers Advisors
New York
$84.9M
5
TCIM
5
TIAA CREF Investment Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
351
Cookson Peirce & Co
Pennsylvania
$371K +$371K +6,420 New
Calamos Advisors
352
Calamos Advisors
Illinois
$370K – – –
AIP
353
Ameritas Investment Partners
Nebraska
$370K – – –
TMAM
354
Tokio Marine Asset Management
Japan
$369K -$172K -2,969 -32%
S
355
SignatureFD
Georgia
$366K +$1.16K +20 +0.3%
W
356
Wealthfront
California
$359K +$37.7K +653 +12%
IAA
357
Independent Advisor Alliance
North Carolina
$359K +$359K +6,158 New
AP
358
Advisor Partners
California
$353K +$24.7K +427 +8%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$352K +$352K +6,104 New
V
360
Veritable
Delaware
$345K +$10.3K +179 +3%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$344K +$29.6K +513 +9%
PI
362
Putnam Investments
Massachusetts
$339K -$17.4K -300 -5%
TH
363
Timber Hill
Connecticut
$339K +$339K +5,865 New
WC
364
Wexford Capital
Florida
$325K +$325K +5,620 New
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$315K – – –
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$310K -$1.85K -32 -0.6%
AWA
367
Arete Wealth Advisors
Illinois
$298K -$17.7K -306 -6%
GP
368
Girard Partners
Pennsylvania
$298K +$298K +5,148 New
SC
369
Savant Capital
Illinois
$293K +$11.2K +194 +4%
CCG
370
Cypress Capital Group
Florida
$289K – – –
UCFA
371
United Capital Financial Advisors
Texas
$288K +$59.1K +1,021 +26%
Two Sigma Investments
372
Two Sigma Investments
New York
$287K +$287K +4,960 New
MYAM
373
Meiji Yasuda Asset Management
Japan
$282K -$374K -6,450 -57%
CGT
374
Capital Guardian Trust
California
$282K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
375
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$281K +$281K +4,850 New
13 14
15
16 17