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Principal Financial Group
PFG

Overview Fund Activity

473 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
473
Holders Change
+10
Holders Change %
+2.16%
% of All Funds
12.64%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
56
Increased
171
Reduced
144
Closed
41
Calls
$14.1M
Puts
$9.37M
Net Calls
+$4.76M
Net Calls Change
-$135K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$424M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$976M
3
American Century Companies
3
American Century Companies
Missouri
$39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35B
5
PAM
5
Panagora Asset Management
Massachusetts
$81.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$374M
2
Millennium Management
2
Millennium Management
New York
$3.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
WG
4
Winton Group
United Kingdom
$7.51M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
401
Manchester Capital Management
Vermont
$49K 960 – –
KLI
402
Kelman-Lazarov Inc
Tennessee
$47.6K 930 – –
MA
403
MCF Advisors
Kentucky
$45K 877 – –
AF
404
Allworth Financial
California
$45K 876 – –
PMFA
405
Plante Moran Financial Advisors
Michigan
$45K 876 +355 +68%
IP
406
Isthmus Partners
Wisconsin
$44K 829 -250 -23%
SAMC
407
Shinko Asset Management Company
Japan
$43K 828 – –
FHA
408
First Horizon Advisors
Tennessee
$41K 800 – –
Twin Tree Management
409
Twin Tree Management
Texas
$40K 785 -4,443 -85%
NCM
410
Nelson Capital Management
California
$39K 750 – –
BBPWM
411
Blue Bell Private Wealth Management
Pennsylvania
$39K 743 – –
TCM
412
Tradewinds Capital Management
Washington
$37K 711 – –
TWA
413
TCI Wealth Advisors
Arizona
$36K 707 -119 -14%
RAM
414
Riggs Asset Management
Pennsylvania
$36K 693 – –
SF
415
Synovus Financial
Georgia
$35K 692 +121 +21%
BCM
416
Blume Capital Management
California
$31K 599 – –
JSAM
417
J. Safra Asset Management
New York
$29K 567 – –
SV
418
Stilwell Value
New York
$28K 547 – –
FNBT
419
FineMark National Bank & Trust
Florida
$27K 530 – –
AIM
420
Arcadia Investment Management
Michigan
$27K 517 – –
WP
421
WealthPLAN Partners
Nebraska
$24K 470 -354 -43%
MMG
422
Monetary Management Group
Missouri
$23K 450 – –
WEC
423
Winslow Evans & Crocker
Massachusetts
$22.5K 438 – –
JWA
424
JFS Wealth Advisors
Pennsylvania
$21K 403 – –
TSW
425
Thompson Siegel & Walmsley
Virginia
$21K 400 – –
15 16
17
18 19