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Principal Financial Group
PFG

Overview Fund Activity

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$45.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$170M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$892M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
Ameriprise
2
Ameriprise
Minnesota
$10.7M
3
Capital International Investors
3
Capital International Investors
California
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$400M
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$4.65M 103,416 -6,900 -6%
Franklin Resources
127
Franklin Resources
California
$4.62M 102,672 – –
Rafferty Asset Management
128
Rafferty Asset Management
New York
$4.58M 100,805 +70,775 +236%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$4.56M 101,407 +101,407 New
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$4.51M 100,326 -1,613 -2%
ANTB
131
AMG National Trust Bank
Colorado
$4.49M 99,898 +11 +0%
TI
132
Trexquant Investment
Connecticut
$4.45M 98,967 +92,167 +1,355%
TPSF
133
Texas Permanent School Fund
Texas
$4.33M 96,205 -1,541 -2%
WBC
134
Westpac Banking Corp
Australia
$4.32M 96,139 -66 -0.1%
ISB
135
Iowa State Bank
Iowa
$4.2M 93,382 +9,595 +11%
PA
136
Pinnacle Associates
New York
$4.2M 93,285 -2,982 -3%
SOMRS
137
State of Michigan Retirement System
Michigan
$4.19M 93,075 -5,900 -6%
AP
138
AHL Partners
United Kingdom
$4.08M 90,783 +44,867 +98%
UBS Group
139
UBS Group
Switzerland
$4.03M 89,558 +40,732 +83%
AAM
140
Aberdeen Asset Management
United Kingdom
$3.83M 76,982 +4,970 +7%
GIBU
141
Gulf International Bank (UK)
United Kingdom
$3.82M 85,026 +2,000 +2%
Barclays
142
Barclays
United Kingdom
$3.82M 86,778 +22,495 +35%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.77M 83,776 -30,697 -27%
CIP
144
Convergence Investment Partners
Florida
$3.71M 82,562 +82,562 New
DA
145
Denali Advisors
California
$3.67M 81,500 – –
USAA
146
United Services Automobile Association
Texas
$3.66M 81,449 – –
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$3.42M 75,961 -9,472 -11%
AAF
148
Andra AP-fonden
Sweden
$3.37M 75,000 +4,000 +6%
BF
149
BOK Financial
Oklahoma
$3.35M 74,412 -823 -1%
EVM
150
Eaton Vance Management
Massachusetts
$3.3M 73,332 – –
4 5
6
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