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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 %
SHA
176
Smith Hayes Advisers
Nebraska
$2.26M 50,265 -8,861 -15%
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.25M 50,087 +50,087 New
LPL Financial
178
LPL Financial
California
$2.23M 50,554 +25,245 +100%
CS
179
Comerica Securities
Michigan
$2.23M 49,494 -3,894 -7%
VIA
180
Vident Investment Advisory
Georgia
$2.21M 49,045 +39,014 +389%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$2.2M 48,792 +420 +0.9%
MHI
182
Miller Howard Investments
New York
$2.18M 48,556 -109 -0.2%
RG
183
Renaissance Group
Kentucky
$2.12M 47,111 -2,361 -5%
KBC Group
184
KBC Group
Belgium
$2.1M 46,660 -9,419 -17%
BCM
185
BTC Capital Management
Iowa
$2.1M 46,626 +3,068 +7%
BCP
186
Blue Chip Partners
Michigan
$2.09M 46,458 +411 +0.9%
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.06M 45,683 +731 +2%
EA
188
Euclid Advisors
Connecticut
$1.98M 44,001 +44,001 New
OPERF
189
Oregon Public Employees Retirement Fund
Oregon
$1.94M 43,044 +100 +0.2%
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
$1.87M 41,500 +41,500 New
ATIA
191
American Trust Investment Advisors
New Hampshire
$1.86M 41,271 -3,850 -9%
MA
192
Montag & Associates
Georgia
$1.76M 39,100 -2,000 -5%
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$1.75M 38,920 +13,720 +54%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$1.75M 38,914 +2,100 +6%
CCM
195
CrestPoint Capital Management
Missouri
$1.73M 38,500 -700 -2%
FWIA
196
Fort Washington Investment Advisors
Ohio
$1.72M 38,218 – –
CB
197
Commerce Bank
Missouri
$1.7M 37,797 -410 -1%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M 36,500 -2,400 -6%
PLFAM
199
Pineno Levin & Ford Asset Management
Virginia
$1.64M 36,453 – –
USGIU
200
U.S. Global Investors (USGI)
Texas
$1.64M 36,400 +36,400 New
6 7
8
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