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Principal Financial Group
PFG

Overview Fund Activity

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$45.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$170M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$892M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
Ameriprise
2
Ameriprise
Minnesota
$10.7M
3
Capital International Investors
3
Capital International Investors
California
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$400M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
376
Colony Group
Massachusetts
$63K 1,401 – –
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K 1,379 -160 -10%
GLI
378
Guardian Life Insurance
New York
$58K 1,286 -316 -20%
ST
379
Spot Trading
Illinois
$58K 1,283 +811 +172%
TRCT
380
Tower Research Capital (TRC)
New York
$56K 1,243 +1,243 New
IP
381
Isthmus Partners
Wisconsin
$49K 1,079 – –
CFA
382
Carroll Financial Associates
North Carolina
$46K 1,039 – –
AIA
383
Allegis Investment Advisors
Idaho
$46K 1,022 +1,022 New
PMFA
384
Plante Moran Financial Advisors
Michigan
$39K 860 +177 +26%
FNBT
385
FineMark National Bank & Trust
Florida
$38K 843 – –
SAMC
386
Shinko Asset Management Company
Japan
$37K 828 – –
FHA
387
First Horizon Advisors
Tennessee
$37K 839 – –
DAM
388
Delta Asset Management
Tennessee
$34K 750 – –
NCM
389
Nelson Capital Management
California
$34K 750 – –
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$33K 743 – –
TWA
391
TCI Wealth Advisors
Arizona
$32K 707 – –
TCM
392
Tradewinds Capital Management
Washington
$32K 711 – –
RAM
393
Riggs Asset Management
Pennsylvania
$31K 693 – –
TSW
394
Thompson Siegel & Walmsley
Virginia
$28K 617 -388 -39%
QAM
395
QCI Asset Management
New York
$28K 621 – –
BCM
396
Blume Capital Management
California
$27K 599 – –
M
397
MOTCO
Texas
$27K 607 – –
FFC
398
First Financial Corp
Indiana
$26K 580 – –
SV
399
Stilwell Value
New York
$25K 547 – –
SF
400
Synovus Financial
Georgia
$25K 569 +100 +21%
14 15
16
17 18