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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 %
CAW
426
Cornerstone Advisors (Washington)
Washington
$21K 417 +388 +1,338%
APSP
427
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K 378 – –
GAM
428
Gemmer Asset Management
California
$19K 374 – –
WAS
429
Winch Advisory Services
Wisconsin
$15K 286 – –
OSNBOA
430
Old Second National Bank of Aurora
Illinois
$15K 300 – –
MWM
431
MinichMacGregor Wealth Management
New York
$15K 300 – –
HRC
432
Hoertkorn Richard Charles
$14K 272 – –
KF
433
Krilogy Financial
Missouri
$13K 253 – –
ZB
434
Zions Bancorporation
Utah
$13K 243 – –
VNA
435
Valley National Advisers
Pennsylvania
$12K 236 – –
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$12K 231 – –
IWC
437
Integrated Wealth Counsel
California
$12K 226 +226 New
SA
438
SRH Advisors
Kansas
$11K 211 – –
MFW
439
Mosaic Family Wealth
Missouri
$11K 218 +1 +0.5%
HI
440
Hudock Inc
Pennsylvania
$11K 222 +1 +0.5%
VIA
441
Vantage Investment Advisors
Pennsylvania
$10K 193 +193 New
First Manhattan
442
First Manhattan
New York
$9K 175 – –
CTB
443
Country Trust Bank
Illinois
$9K 184 – –
IWM
444
Integrated Wealth Management
California
$9K 175 – –
CAL
445
Capital Advisors Ltd
Ohio
$9K 177 – –
PCP
446
Proficio Capital Partners
Massachusetts
$9K 184 – –
VOYA Investment Management
447
VOYA Investment Management
Georgia
$8.19K 158,984 +2,942 +2%
EWM
448
Evercore Wealth Management
New York
$8K 152 – –
SFG
449
SevenBridge Financial Group
Pennsylvania
$8K 150 – –
TFO
450
Tarbox Family Office
California
$8K 159 +8 +5%
16 17
18
19 20