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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 %
OSNBOA
476
Old Second National Bank of Aurora
Illinois
$17K 300 – –
WAS
477
Winch Advisory Services
Wisconsin
$17K 290 +4 +1%
WB
478
Webster Bank
Connecticut
$17K 300 +300 New
JFA
479
JNBA Financial Advisors
Minnesota
$16K 270 -6,034 -96%
HRC
480
Hoertkorn Richard Charles
$16K 272 – –
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$16K 278 +278 New
KF
482
Krilogy Financial
Missouri
$15K 253 – –
PWM
483
Perigon Wealth Management
California
$15K 227 +127 +127%
WA
484
WFG Advisors
Texas
$15K 266 +260 +4,333%
VNA
485
Valley National Advisers
Pennsylvania
$14K 239 +3 +1%
ZB
486
Zions Bancorporation
Utah
$13K 229 -14 -6%
IWC
487
Integrated Wealth Counsel
California
$13K 226 – –
MFW
488
Mosaic Family Wealth
Missouri
$13K 218 – –
AIL
489
AGF Investments LLC
Ontario, Canada
$13K 216 +216 New
LWM
490
LBA Wealth Management
Florida
$13K 218 +218 New
FMTCOCP
491
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.7K 220 +220 New
SBL
492
Sargent Bickham Lagudis
Colorado
$12K 202 – –
SA
493
SRH Advisors
Kansas
$12K 211 – –
HI
494
Hudock Inc
Pennsylvania
$12K 223 +1 +0.5%
WPA
495
West Paces Advisors
Georgia
$11.6K 201 +201 New
VIA
496
Vantage Investment Advisors
Pennsylvania
$11K 193 – –
CTB
497
Country Trust Bank
Illinois
$11K 184 – –
OFW
498
Omnia Family Wealth
Florida
$11K 186 +186 New
First Manhattan
499
First Manhattan
New York
$10K 175 – –
CAL
500
Capital Advisors Ltd
Ohio
$10K 177 – –
18 19
20
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