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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 %
NYLT
426
New York Life Trust
New York
$78K 1,347 +289 +27%
HPBT
427
High Point Bank & Trust
North Carolina
$77K 1,324 – –
NEI
428
Northwest & Ethical Investments
Ontario, Canada
$75.2K 1,300 +1,300 New
Twin Tree Management
429
Twin Tree Management
Texas
$74K 1,274 +489 +62%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K 1,240 – –
WC
431
Whitnell & Co
Illinois
$68K 1,182 – –
CFA
432
Carroll Financial Associates
North Carolina
$60K 1,039 – –
GLI
433
Guardian Life Insurance
New York
$59K 1,017 – –
FPFS
434
First Personal Financial Services
North Carolina
$58K 995 +995 New
NFG
435
Next Financial Group
Texas
$57K 990 – –
MCM
436
Manchester Capital Management
Vermont
$56K 960 – –
M
437
MOTCO
Texas
$56K 963 – –
FFC
438
First Financial Corp
Indiana
$55K 955 – –
KLI
439
Kelman-Lazarov Inc
Tennessee
$53.8K 930 – –
MA
440
MCF Advisors
Kentucky
$51K 877 – –
AF
441
Allworth Financial
California
$51K 876 – –
PMFA
442
Plante Moran Financial Advisors
Michigan
$51K 889 +13 +1%
IP
443
Isthmus Partners
Wisconsin
$48K 829 – –
SGAM
444
Smith Group Asset Management
Texas
$48K 830 +830 New
JCM
445
Jacobi Capital Management
Pennsylvania
$41K 688 -1,998 -74%
FHA
446
First Horizon Advisors
Tennessee
$41K 800 – –
TWA
447
TCI Wealth Advisors
Arizona
$41K 707 – –
TCM
448
Tradewinds Capital Management
Washington
$41K 711 – –
ACM
449
Armbruster Capital Management
New York
$41K 702 +702 New
PHK
450
Point72 Hong Kong
Hong Kong
$41K 703 +703 New
16 17
18
19 20