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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 %
SF
451
Synovus Financial
Georgia
$40K 692 – –
RAM
452
Riggs Asset Management
Pennsylvania
$40K 693 – –
BCM
453
Blume Capital Management
California
$35K 599 – –
SWA
454
Sutton Wealth Advisors
Florida
$34.1K 590 +511 +647%
SV
455
Stilwell Value
New York
$32K 547 – –
FCB
456
First Command Bank
Texas
$32K 545 +545 New
FCFS
457
First Command Financial Services
Texas
$32K 545 +545 New
NFM
458
North Forty Management
Washington
$32K 560 +560 New
FNBT
459
FineMark National Bank & Trust
Florida
$31K 530 – –
PA
460
Parallel Advisors
California
$31K 536 +536 New
AIM
461
Arcadia Investment Management
Michigan
$30K 517 – –
CAW
462
Cornerstone Advisors (Washington)
Washington
$30K 520 +103 +25%
EA
463
Edge Advisors
Georgia
$30K 528 +528 New
DBT
464
Dubuque Bank & Trust
Iowa
$28K 479 +479 New
MMG
465
Monetary Management Group
Missouri
$26K 450 – –
EFSCE
466
Enterprise Financial Services Corp (EFSC)
Missouri
$26K 447 +216 +94%
WEC
467
Winslow Evans & Crocker
Massachusetts
$25.3K 438 – –
TSW
468
Thompson Siegel & Walmsley
Virginia
$23K 400 – –
JWA
469
JFS Wealth Advisors
Pennsylvania
$23K 403 – –
AAP
470
Arax Advisory Partners
Colorado
$23K 392 +392 New
APSP
471
Asset Planning Services (Pennsylvania)
Pennsylvania
$22K 378 – –
GAM
472
Gemmer Asset Management
California
$22K 374 – –
OC
473
Oakworth Capital
Alabama
$22K 375 +225 +150%
MBT
474
Montecito Bank & Trust
California
$19K 325 +325 New
MWM
475
MinichMacGregor Wealth Management
New York
$17K 300 – –
17 18
19
20 21