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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ICOA
376
Investment Centers of America
North Dakota
$272K 4,682 +213 +5%
QIM
377
Quest Investment Management
Oregon
$266K 4,600 – –
SB
378
Suntrust Banks
Georgia
$266K 4,604 +136 +3%
FMBTD
379
First Midwest Bank Trust Division
Illinois
$266K 4,600 +4,600 New
II
380
IFM Investors
Australia
$265K 4,584 +4,584 New
YMRC
381
Yorktown Management & Research Company
Virginia
$260K 4,500 +4,500 New
SBH
382
Segall Bryant & Hamill
Illinois
$257K 4,450 – –
DCM
383
Driehaus Capital Management
Illinois
$255K 4,400 +4,400 New
Jennison Associates
384
Jennison Associates
New York
$250K 4,327 +4,327 New
ZDA
385
Zweig-DiMenna Associates
New York
$249K 4,300 +4,300 New
P
386
Pitcairn
Pennsylvania
$247K 4,261 +4,261 New
IFS
387
Ifrah Financial Services
Arkansas
$246K 4,255 -162 -4%
FMT
388
First Mercantile Trust
Tennessee
$243K 4,200 – –
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$241K 4,158 +1,179 +40%
LOAME
390
Lombard Odier Asset Management (Europe)
United Kingdom
$237K 4,100 – –
BMC
391
Benin Management Corp
Connecticut
$231K 4,000 -1,300 -25%
AIM
392
Acrospire Investment Management
Illinois
$231K 4,000 +1,700 +74%
RBC
393
Ronald Blue & Co
Georgia
$227K 3,930 +3,930 New
HFS
394
HL Financial Services
Kentucky
$225K 3,881 +4 +0.1%
Fuller & Thaler Asset Management
395
Fuller & Thaler Asset Management
California
$220K 3,800 – –
QAM
396
Quantres Asset Management
Cayman Islands
$220K 3,800 +3,800 New
NIMI
397
Natixis Investment Managers International
France
$216K 3,740 -10,355 -73%
PAG
398
Private Advisor Group
New Jersey
$211K 3,603 +3,603 New
Citadel Advisors
399
Citadel Advisors
Florida
$211K 3,645 +3,645 New
FIM
400
Freedom Investment Management
Connecticut
$210K 3,625 +3,625 New
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