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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 %
PCP
501
Proficio Capital Partners
Massachusetts
$9K 163 -21 -11%
TFO
502
Tarbox Family Office
California
$9K 159 – –
IWA
503
IBEX Wealth Advisors
New Jersey
$9K 149 +149 New
CPA
504
Clear Perspective Advisors
Illinois
$9K 153 +153 New
WA
505
WealthTrust-Arizona
Arizona
$8K 142 – –
SFG
506
SevenBridge Financial Group
Pennsylvania
$8K 150 – –
EF
507
Empirical Finance
Pennsylvania
$8K 130 +130 New
BTIS
508
BB&T Investment Services
North Carolina
$8K 134 +134 New
WTC
509
WhitTier Trust Company
Nevada
$7K 127 – –
EARNEST Partners
510
EARNEST Partners
Georgia
$7K 116 +116 New
EWM
511
Evercore Wealth Management
New York
$6K 105 -47 -31%
FWM
512
Focused Wealth Management
New York
$6K 110 – –
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K 100 – –
QAM
514
QCI Asset Management
New York
$6K 105 – –
BFEC
515
Benjamin F. Edwards & Company
Missouri
$6K 100 – –
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$5.79K 100 +100 New
RFA
517
Reilly Financial Advisors
California
$5K 83 – –
CFD
518
Creative Financial Designs
Indiana
$5K 81 +81 New
MRCM
519
M&R Capital Management
New Jersey
$5K 94 +94 New
CBT
520
Central Bank & Trust
Kentucky
$4K 70 -59 -46%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$4K 65 +21 +48%
AA
522
Apriem Advisors
California
$4K 64 +64 New
IWM
523
IHT Wealth Management
Illinois
$4K 71 +71 New
LYV
524
Live Your Vision
Pennsylvania
$3K 50 – –
RFM
525
Royal Fund Management
Florida
$3K 56 +56 New
19 20
21
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