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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 %
CM
101
Capital Management
Virginia
$11M 189,660 -1,371 -0.7%
Aviva
102
Aviva
United Kingdom
$10.9M 188,593 +9,704 +5%
AG
103
Aperio Group
California
$10.8M 186,899 -5,600 -3%
GIM
104
Goelzer Investment Management
Indiana
$10.6M 183,863 -28,928 -14%
CIM
105
Calvert Investment Management
Maryland
$10.6M 182,573 -41,516 -19%
APG Asset Management
106
APG Asset Management
Netherlands
$10.3M 188,661 – –
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$10.2M 176,793 +165,083 +1,410%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$10.1M 175,188 +15,088 +9%
CFG
109
Citizens Financial Group
Rhode Island
$9.8M 169,361 -7,875 -4%
BCIM
110
British Columbia Investment Management
British Columbia, Canada
$9.37M 161,852 -19,426 -11%
HA
111
Heartland Advisors
Wisconsin
$9.28M 160,434 -38,692 -19%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$9.05M 156,401 -13,121 -8%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$8.99M 155,333 -3,100 -2%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$8.85M 152,984 -6,000 -4%
TAM
115
Tealwood Asset Management
Minnesota
$8.54M 147,600 +4,202 +3%
CCMG
116
Clark Capital Management Group
Pennsylvania
$8.17M 141,164 +141,164 New
GC
117
Grimes & Company
Massachusetts
$8.13M 140,420 -3,572 -2%
PA
118
Pinnacle Associates
New York
$8.01M 138,469 -870 -0.6%
ACI
119
AMP Capital Investors
Australia
$7.99M 138,091 -42,422 -24%
DA
120
Denali Advisors
California
$7.87M 136,047 -17,700 -12%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$7.83M 135,254 -3,229 -2%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.73M 123,091 +8,397 +7%
3C
123
361 Capital
Colorado
$7.66M 132,342 +132,342 New
BFG
124
Beacon Financial Group
Texas
$7.62M 131,620 -1,168 -0.9%
ANTB
125
AMG National Trust Bank
Colorado
$7.59M 131,157 +24,216 +23%
3 4
5
6 7