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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 %
FM
401
Foster & Motley
Ohio
$210K 3,627 +3,627 New
TAM
402
Tocqueville Asset Management
New York
$204K 3,518 +3,518 New
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$203K 3,503 -180 -5%
WB
404
WesBanco Bank
West Virginia
$201K 3,487 +3,487 New
GXMC
405
Global X Management Company
New York
$197K 3,398 -5,359 -61%
TG
406
TLP Group
Illinois
$187K 3,232 +3,232 New
PI
407
PineBridge Investments
New York
$184K 3,190 +807 +34%
SC
408
SRB Corp
Massachusetts
$172K 2,973 -316 -10%
AIM
409
Anchor Investment Management
South Carolina
$171K 2,960 – –
MFS
410
MSI Financial Services
Massachusetts
$171K 2,953 -150 -5%
CIA
411
Cascade Investment Advisors
Oregon
$170K 2,945 +2,945 New
WTB
412
Washington Trust Bank
Washington
$149K 2,581 -140 -5%
GRP
413
Global Retirement Partners
California
$139K 2,405 +2,405 New
ACM
414
Americafirst Capital Management
California
$125K 2,167 -264 -11%
SPIA
415
Steward Partners Investment Advisory
New York
$125K 2,168 +2,168 New
CTC
416
Central Trust Company
Missouri
$123K 2,124 +850 +67%
HNB
417
Huntington National Bank
Ohio
$122K 2,115 -378 -15%
DOA
418
D'Orazio & Associates
Virginia
$115K 1,983 – –
QCG
419
Quadrant Capital Group
Ohio
$113K 2,069 -6 -0.3%
CHC
420
City Holding Co
West Virginia
$103K 1,775 – –
BIG
421
Bellwether Investment Group
Tennessee
$102K 1,770 +1,770 New
CLOS
422
Compagnie Lombard Odier SCmA
Switzerland
$100K 1,715 – –
VFA
423
Virtus Fund Advisers
Connecticut
$92K 1,582 – –
TCOV
424
Trust Company of Vermont
Vermont
$85K 1,470 – –
DZ Bank
425
DZ Bank
Germany
$84K 1,455 +1,455 New
15 16
17
18 19