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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 %
RA
551
Rational Advisors
New York
– – -13,800 Closed
NAP
552
New Amsterdam Partners
New York
– – -11,457 Closed
HI
553
Horizon Investments
North Carolina
– – -11,267 Closed
NBC
554
Neuberger Berman Canada
Ontario, Canada
– – -10,440 Closed
IG
555
ING Group
Netherlands
– – -9,949 Closed
MYLI
556
Meiji Yasuda Life Insurance
Japan
– – -8,330 Closed
KAM
557
Keeley Asset Management
Illinois
– – -7,037 Closed
SBIA
558
Sheaff Brock Investment Advisors
Indiana
– – -6,400 Closed
Mackenzie Financial
559
Mackenzie Financial
Ontario, Canada
– – -6,133 Closed
IGIM
560
I.G. Investment Management
Manitoba, Canada
– – -5,316 Closed
ZIM
561
Zacks Investment Management
Illinois
– – -4,526 Closed
PM
562
Parametrica Management
Hong Kong
– – -4,478 Closed
GHA
563
GW Henssler & Associates
Georgia
– – -4,450 Closed
Group One Trading
564
Group One Trading
Illinois
– – -3,100 Closed
IR
565
Invictus RG
Bermuda
– – -2,175 Closed
Parallax Volatility Advisers
566
Parallax Volatility Advisers
California
– – -1,642 Closed
NCM
567
Nelson Capital Management
California
– – -750 Closed
BBPWM
568
Blue Bell Private Wealth Management
Pennsylvania
– – -743 Closed
JSAM
569
J. Safra Asset Management
New York
– – -567 Closed
IWM
570
Integrated Wealth Management
California
– – -175 Closed
Loomis, Sayles & Company
571
Loomis, Sayles & Company
Massachusetts
– – -137 Closed
FANJ
572
Financial Architects (New Jersey)
New Jersey
– – -55 Closed
HCM
573
Herndon Capital Management
Georgia
– – -25 Closed
CF
574
CenterStar Fund
Illinois
– – – –
CRC
575
Curi RMB Capital
Illinois
– – – –
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