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Principal Financial Group
PFG

Overview Fund Activity

463 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 126 reducing their positions, and 48 closing their positions.

Holders
463
Holders Change
+9
Holders Change %
+1.98%
% of All Funds
12.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
63
Increased
178
Reduced
126
Closed
48
Calls
$11.7M
Puts
$6.82M
Net Calls
+$4.89M
Net Calls Change
-$1.31M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$60.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$745M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.05B
5
Norges Bank
5
Norges Bank
Norway
$69.9M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$2.68M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$4.11M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$46.6M
4
Bank of America
4
Bank of America
North Carolina
$65.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$46.6M 1,132,977 -52,412 -4%
Charles Schwab
27
Charles Schwab
California
$43.1M 1,048,676 +66,664 +7%
PAM
28
Panagora Asset Management
Massachusetts
$40.8M 992,394 +189,524 +24%
WG
29
Winton Group
United Kingdom
$38.8M 943,343 -656,004 -41%
Prudential Financial
30
Prudential Financial
New Jersey
$37.2M 903,861 +35,165 +4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$35.6M 866,811 +224,437 +35%
Deutsche Bank
32
Deutsche Bank
Germany
$35.6M 866,341 -765,862 -47%
CS
33
Credit Suisse
Switzerland
$35.2M 856,542 -384,600 -31%
GC
34
Guggenheim Capital
Illinois
$33.8M 822,176 -31,559 -4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$33.6M 817,363 +56,700 +7%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$33.5M 815,222 -16,515 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$33M 802,100 +52,200 +7%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$31.8M 774,400 -8,900 -1%
UBS AM
39
UBS AM
Illinois
$30.6M 744,522 +10,173 +1%
PPA
40
Parametric Portfolio Associates
Washington
$29M 705,238 +125,530 +22%
BlackRock
41
BlackRock
New York
$26M 633,548 +106,774 +20%
BIM
42
BlackRock Investment Management
Delaware
$25.5M 620,872 -7,518 -1%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$24.4M 594,667 +6,370 +1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$24.3M 591,630 +293,266 +98%
WCM
45
Wedge Capital Management
North Carolina
$24.3M 590,818 -17,188 -3%
First Trust Advisors
46
First Trust Advisors
Illinois
$24M 584,464 +254,835 +77%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$24M 582,896 -60,270 -9%
FWCM
48
Ferguson Wellman Capital Management
Oregon
$23.4M 569,203 -16,169 -3%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$21.7M 528,779 -355 -0.1%
Invesco
50
Invesco
Georgia
$21.2M 515,815 +21,037 +4%
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