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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$24.7M 522,121 +1,515 +0.3%
RFC
52
Russell Frank Company
Washington
$22.9M 484,308 +254,597 +111%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$22.9M 483,560 +100 +0%
Invesco
54
Invesco
Georgia
$22.6M 477,432 +56,887 +14%
MTB
55
Mizuho Trust & Banking
Japan
$21.7M 457,673 +24,794 +6%
Comerica Bank
56
Comerica Bank
Texas
$21.6M 455,284 +323,622 +246%
CI
57
Conning Inc
Connecticut
$21.2M 447,409 +27,950 +7%
WG
58
Winton Group
United Kingdom
$20.9M 441,482 -494,936 -53%
ACM
59
Argent Capital Management
Missouri
$18.2M 385,360 +4,664 +1%
Allianz Asset Management
60
Allianz Asset Management
Germany
$18M 379,848 +11,027 +3%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$18M 379,810 +26,140 +7%
GIA
62
Gateway Investment Advisers
Ohio
$17.5M 369,790 -46,216 -11%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$17.5M 368,789 +4,591 +1%
LSV Asset Management
64
LSV Asset Management
Illinois
$17.4M 366,900 +11,600 +3%
BJ
65
BlackRock Japan
Japan
$17M 358,812 +10,427 +3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$16.5M 349,226 +53,554 +18%
Nomura Asset Management
67
Nomura Asset Management
Japan
$16.3M 345,212 +19,422 +6%
NFA
68
Nationwide Fund Advisors
Ohio
$16.3M 343,670 -482 -0.1%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$16.1M 340,513 +2,511 +0.7%
NSAM
70
North Star Asset Management
Wisconsin
$15M 316,707 +9,582 +3%
GT
71
Glenmede Trust
Pennsylvania
$14.9M 314,826 +33,128 +12%
Morgan Stanley
72
Morgan Stanley
New York
$14.9M 314,314 -439,494 -58%
HA
73
Heartland Advisors
Wisconsin
$14.5M 306,666 -7,639 -2%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$14.2M 300,970 +71,489 +31%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$14.1M 298,510 -17,800 -6%
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