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Principal Financial Group
PFG

Overview Fund Activity

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$45.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$170M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$892M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
Ameriprise
2
Ameriprise
Minnesota
$10.7M
3
Capital International Investors
3
Capital International Investors
California
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$400M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$45.2M 1,005,895 +1,005,895 New
Victory Capital Management
27
Victory Capital Management
Texas
$43.8M 973,766 -384,397 -28%
Charles Schwab
28
Charles Schwab
California
$41.2M 916,977 +1,001 +0.1%
UBS AM
29
UBS AM
Illinois
$40.2M 893,186 +5,350 +0.6%
Prudential Financial
30
Prudential Financial
New Jersey
$39M 868,096 -69,500 -7%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$37.3M 820,149 -50,879 -6%
Credit Agricole
32
Credit Agricole
France
$37M 821,975 +40,150 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$36.7M 815,300 +117,914 +17%
PAM
34
Panagora Asset Management
Massachusetts
$36.1M 801,801 +28,158 +4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$35.4M 786,000 -1,400 -0.2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$35.3M 784,450 +3,000 +0.4%
WG
37
Winton Group
United Kingdom
$34.4M 764,101 +322,619 +73%
GC
38
Guggenheim Capital
Illinois
$32.1M 712,985 +111,392 +19%
BlackRock
39
BlackRock
New York
$29.2M 649,241 -2,622 -0.4%
BIM
40
BlackRock Investment Management
Delaware
$28.6M 636,178 -2,951 -0.5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$28M 621,670 +72,743 +13%
JHIU
42
Janus Henderson Investors US
Colorado
$28M 621,541 +47,400 +8%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$26.3M 585,194 +7,033 +1%
WCM
44
Wedge Capital Management
North Carolina
$25.6M 568,470 +29,725 +6%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$25.3M 562,847 +8,832 +2%
Wells Fargo
46
Wells Fargo
California
$25.2M 560,527 -20,381 -4%
PPA
47
Parametric Portfolio Associates
Washington
$25.1M 557,606 +21,617 +4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$24.1M 535,463 +9,500 +2%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$23.8M 529,232 -475 -0.1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$23.1M 513,923 -8,198 -2%
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