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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 %
BBPWM
376
Blue Bell Private Wealth Management
Pennsylvania
$35K 743 – –
TCM
377
Tradewinds Capital Management
Washington
$34K 711 – –
BCM
378
Brookstone Capital Management
Illinois
$33K 707 -359 -34%
RAM
379
Riggs Asset Management
Pennsylvania
$33K 693 – –
TWA
380
TCI Wealth Advisors
Arizona
$33K 707 – –
PMFA
381
Plante Moran Financial Advisors
Michigan
$32K 683 – –
QAM
382
QCI Asset Management
New York
$29K 621 -148 -19%
M
383
MOTCO
Texas
$29K 607 – –
BCM
384
Blume Capital Management
California
$28K 599 -106 -15%
FFC
385
First Financial Corp
Indiana
$27K 580 – –
DLHL
386
Donald L. Hagan LLC
Florida
$27K 572 +572 New
SV
387
Stilwell Value
New York
$26K 547 – –
SF
388
Synovus Financial
Georgia
$22K 469 – –
ST
389
Spot Trading
Illinois
$22K 472 +472 New
MMG
390
Monetary Management Group
Missouri
$21K 450 – –
WEC
391
Winslow Evans & Crocker
Massachusetts
$20.7K 438 – –
Bessemer Group
392
Bessemer Group
New Jersey
$20K 425 -750 -64%
VIA
393
Vantage Investment Advisors
Pennsylvania
$19K 395 – –
JWA
394
JFS Wealth Advisors
Pennsylvania
$19K 403 – –
IMS
395
Index Management Solutions
Pennsylvania
$19K 400 +23 +6%
APSP
396
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K 378 – –
AF
397
Allworth Financial
California
$18K 379 +1 +0.3%
GAM
398
Gemmer Asset Management
California
$15K 309 – –
OSNBOA
399
Old Second National Bank of Aurora
Illinois
$14K 300 – –
WT
400
Whittier Trust
California
$14K 300 – –
14 15
16
17 18