PFG icon

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 %
VCM
526
Versant Capital Management
Arizona
$2K 49 – –
MCM
527
MV Capital Management
Maryland
$2K 38 +38 New
LS
528
Livforsakringsbolaget Skandia
Sweden
$1.4K 24,241 -20,659 -46%
BFM
529
Boothbay Fund Management
New York
$1.28K 5,391 +5,391 New
DPA
530
Delphi Private Advisors
California
$1K 10 -77 -89%
WCM
531
Wealthcare Capital Management
Virginia
$1K 25 – –
PRS
532
Pinkerton Retirement Specialists
Idaho
$1K 17 – –
NR
533
Newfound Research
Massachusetts
$1K 18 – –
Lazard Asset Management
534
Lazard Asset Management
New York
$1K 20 +20 New
FIB
535
First Interstate Bank
Montana
$1K 20 +20 New
SLF
536
Sun Life Financial
Ontario, Canada
$144 8 +8 New
PK
537
Pflug Koory
Nebraska
$2 40 +40 New
Arrowstreet Capital
538
Arrowstreet Capital
Massachusetts
– – -1,132,386 Closed
MTB
539
Mizuho Trust & Banking
Japan
– – -462,393 Closed
Alyeska Investment Group
540
Alyeska Investment Group
Illinois
– – -206,695 Closed
Millennium Management
541
Millennium Management
New York
– – -71,875 Closed
EGM
542
Engineers Gate Manager
New York
– – -69,992 Closed
MPM
543
Meritage Portfolio Management
Kansas
– – -54,550 Closed
DILH
544
Dai-ichi Life Holdings
Japan
– – -46,112 Closed
DC
545
Deere & Company
Illinois
– – -32,124 Closed
Wealth Enhancement Advisory Services
546
Wealth Enhancement Advisory Services
Minnesota
– – -31,815 Closed
LTI
547
Laffer Tengler Investments
Tennessee
– – -25,691 Closed
EMG
548
Ellington Management Group
Connecticut
– – -23,600 Closed
MF
549
Magnetar Financial
Illinois
– – -22,363 Closed
BRA
550
Blue Rock Advisors
Minnesota
– – -20,802 Closed
20 21
22
23 24