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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 %
MYAM
476
Meiji Yasuda Asset Management
Japan
– – -8,189 Closed
UCFA
477
United Capital Financial Advisors
Texas
– – -7,662 Closed
SIM
478
Spark Investment Management
New York
– – -7,100 Closed
FIM
479
Freedom Investment Management
Connecticut
– – -6,032 Closed
LNWWM
480
Laird Norton Wetherby Wealth Management
California
– – -5,086 Closed
IFS
481
Ifrah Financial Services
Arkansas
– – -4,668 Closed
VAM
482
Visium Asset Management
New York
– – -4,548 Closed
SC
483
Savant Capital
Illinois
– – -4,341 Closed
CC
484
Courier Capital
New York
– – -4,278 Closed
W
485
Wealthfront
California
– – -3,953 Closed
SSB
486
Sandy Spring Bank
Maryland
– – -2,543 Closed
Twin Tree Management
487
Twin Tree Management
Texas
– – -1,596 Closed
BCM
488
Brookstone Capital Management
Illinois
– – -707 Closed
DLHL
489
Donald L. Hagan LLC
Florida
– – -572 Closed
WA
490
Waverly Advisors
Alabama
– – -229 Closed
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
– – -174 Closed
MFBTD
492
MB Financial Bank - Trust Department
Illinois
– – -153 Closed
SIM
493
Sonora Investment Management
Arizona
– – -115 Closed
AP
494
Advisors Preferred
Maryland
– – -93 Closed
CHP
495
Cable Hill Partners
Oregon
– – -74 Closed
LYV
496
Live Your Vision
Pennsylvania
– – -50 Closed
CG
497
Cutler Group
California
– – – –
Simplex Trading
498
Simplex Trading
Illinois
– – – –
Group One Trading
499
Group One Trading
Illinois
– – – –
TH
500
Timber Hill
Connecticut
– – – –
17 18 19
20
21