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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 %
OC
451
Oakworth Capital
Alabama
$8K 150 +60 +67%
Loomis, Sayles & Company
452
Loomis, Sayles & Company
Massachusetts
$7K 137 -48 -26%
CF
453
CenterStar Fund
Illinois
– – – –
WTC
454
WhitTier Trust Company
Nevada
$7K 127 – –
WA
455
WealthTrust-Arizona
Arizona
$7K 142 – –
CBT
456
Central Bank & Trust
Kentucky
$7K 129 +129 New
FWM
457
Focused Wealth Management
New York
$6K 110 – –
BFEC
458
Benjamin F. Edwards & Company
Missouri
$5K 100 – –
PWM
459
Perigon Wealth Management
California
$5K 100 – –
QAM
460
QCI Asset Management
New York
$5K 105 – –
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K 100 – –
SWA
462
Sutton Wealth Advisors
Florida
$4.07K 79 – –
DPA
463
Delphi Private Advisors
California
$4K 87 -84 -49%
RFA
464
Reilly Financial Advisors
California
$4K 83 – –
FANJ
465
Financial Architects (New Jersey)
New Jersey
$3K 55 – –
LYV
466
Live Your Vision
Pennsylvania
$3K 50 +50 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$2K 44 – –
VCM
468
Versant Capital Management
Arizona
$2K 49 – –
HCM
469
Herndon Capital Management
Georgia
$1K 25 – –
NR
470
Newfound Research
Massachusetts
$1K 18 – –
WCM
471
Wealthcare Capital Management
Virginia
$1K 25 – –
PRS
472
Pinkerton Retirement Specialists
Idaho
$1K 17 +17 New
SBL
473
Sargent Bickham Lagudis
Colorado
$10 202 – –
Two Sigma Investments
474
Two Sigma Investments
New York
– – -44,414 Closed
OAC
475
OMERS Administration Corp
Ontario, Canada
– – -42,900 Closed
17 18
19
20 21