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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 %
MSA
201
Mason Street Advisors
Wisconsin
$1.6M 35,568 +102 +0.3%
SEI Investments
202
SEI Investments
Pennsylvania
$1.6M 35,569 +6,468 +22%
OLA
203
Oliver Luxxe Assets
New Jersey
$1.54M 40,510 +40,510 New
CAM
204
Capstone Asset Management
Texas
$1.51M 33,615 +5,505 +20%
Handelsbanken Fonder
205
Handelsbanken Fonder
Sweden
$1.51M 33,597 +33,597 New
CA
206
Commerzbank Aktiengesellschaft
Germany
$1.5M 33,308 +24,375 +273%
PP
207
Paloma Partners
Connecticut
$1.45M 32,274 +26,070 +420%
LS
208
Livforsakringsbolaget Skandia
Sweden
$1.41M 31,341 – –
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$1.39M 30,804 – –
MOACM
210
Mutual of America Capital Management
New York
$1.37M 30,361 -233 -0.8%
SCM
211
Shelton Capital Management
Colorado
$1.36M 30,191 – –
BTS
212
BB&T Securities
Virginia
$1.35M 30,017 -3,467 -10%
B
213
BP
United Kingdom
$1.35M 30,000 – –
ZIG
214
Zurich Insurance Group
Switzerland
$1.33M 29,500 – –
WAM
215
World Asset Management
Michigan
$1.32M 29,244 +801 +3%
O
216
OppenheimerFunds
New York
$1.28M 28,299 +28,299 New
Asset Management One
217
Asset Management One
Japan
$1.26M 27,357 -9,416 -26%
Squarepoint
218
Squarepoint
New York
$1.25M 27,760 +27,760 New
KP
219
Keel Point
Alabama
$1.23M 27,413 -15,977 -37%
IEFM
220
IQ EQ Fund Management
Ireland
$1.22M 24,408 – –
Truist Financial
221
Truist Financial
North Carolina
$1.21M 26,850 +11,333 +73%
Walleye Trading
222
Walleye Trading
New York
$1.21M 26,834 +26,834 New
ANRIA
223
American National Registered Investment Advisor
Texas
$1.21M 26,788 -1,350 -5%
MNBTD
224
Moody National Bank Trust Division
Texas
$1.2M 26,670 -1,350 -5%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$1.19M 26,378 -1,195 -4%
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