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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 %
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$45K 1,083 +1,083 New
IP
377
Isthmus Partners
Wisconsin
$44K 1,079 – –
CFA
378
Carroll Financial Associates
North Carolina
$42K 1,039 – –
GLI
379
Guardian Life Insurance
New York
$42K 1,017 +10 +1%
Fuller & Thaler Asset Management
380
Fuller & Thaler Asset Management
California
$41K 1,000 – –
M
381
MOTCO
Texas
$40K 963 +100 +12%
MCM
382
Manchester Capital Management
Vermont
$39K 960 – –
FFC
383
First Financial Corp
Indiana
$39K 955 +375 +65%
KLI
384
Kelman-Lazarov Inc
Tennessee
$38.3K 930 – –
AF
385
Allworth Financial
California
$36K 876 +495 +130%
MA
386
MCF Advisors
Kentucky
$36K 877 +877 New
SAMC
387
Shinko Asset Management Company
Japan
$34K 828 – –
TWA
388
TCI Wealth Advisors
Arizona
$34K 826 – –
FHA
389
First Horizon Advisors
Tennessee
$33K 800 – –
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$31K 743 – –
NCM
391
Nelson Capital Management
California
$31K 750 – –
NFG
392
Next Financial Group
Texas
$30K 750 +50 +7%
TCM
393
Tradewinds Capital Management
Washington
$29K 711 – –
RAM
394
Riggs Asset Management
Pennsylvania
$28K 693 – –
JCM
395
Jacobi Capital Management
Pennsylvania
$27K 684 +684 New
BCM
396
Blume Capital Management
California
$25K 599 – –
MCM
397
McKinley Capital Management
Alaska
$25K 620 – –
SF
398
Synovus Financial
Georgia
$23K 571 +1 +0.2%
JSAM
399
J. Safra Asset Management
New York
$23K 567 +567 New
FNBT
400
FineMark National Bank & Trust
Florida
$22K 530 – –
14 15
16
17 18