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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
451
FormulaFolio Investments
Michigan
– – -21,065 Closed
VKH
452
Virtu KCG Holdings
New York
– – -16,062 Closed
MSU
453
Maple Securities USA
New Jersey
– – -15,966 Closed
SFP
454
Santa Fe Partners
New Mexico
– – -11,815 Closed
LOAMS
455
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -9,780 Closed
UOC
456
UBS O'Connor
Illinois
– – -8,030 Closed
DTL
457
Dynamic Technology Lab
Singapore
– – -7,511 Closed
TH
458
Timber Hill
Connecticut
– – -6,312 Closed
LP
459
LMR Partners
United Kingdom
– – -6,222 Closed
BMC
460
Benin Management Corp
Connecticut
– – -5,900 Closed
FHC
461
First Heartland Consultants
Missouri
– – -4,535 Closed
Connor, Clark & Lunn Investment Management (CC&L)
462
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -4,300 Closed
PC
463
Passport Capital
California
– – -4,264 Closed
GAM
464
Gotham Asset Management
New York
– – -4,177 Closed
WB
465
WesBanco Bank
West Virginia
– – -4,124 Closed
PAG
466
Private Advisor Group
New Jersey
– – -4,074 Closed
HIS
467
Horizon Investment Services
Indiana
– – -3,900 Closed
EA
468
Euclid Advisors
Connecticut
– – -2,737 Closed
AGM
469
Alpine Global Management
New York
– – -2,240 Closed
PCM
470
Prelude Capital Management
New York
– – -488 Closed
ECM
471
Element Capital Management
New York
– – -400 Closed
Parallax Volatility Advisers
472
Parallax Volatility Advisers
California
– – -338 Closed
SC
473
Searle & Co
Connecticut
– – -289 Closed
BBHC
474
Brown Brothers Harriman & Co
New York
– – -270 Closed
FANJ
475
Financial Architects (New Jersey)
New Jersey
– – -120 Closed
16 17 18
19
20