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Principal Financial Group
PFG

Overview Fund Activity

463 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 126 reducing their positions, and 48 closing their positions.

Holders
463
Holders Change
+9
Holders Change %
+1.98%
% of All Funds
12.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
63
Increased
178
Reduced
126
Closed
48
Calls
$11.7M
Puts
$6.82M
Net Calls
+$4.89M
Net Calls Change
-$1.31M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$60.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$745M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.05B
5
Norges Bank
5
Norges Bank
Norway
$69.9M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$2.68M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$4.11M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$46.6M
4
Bank of America
4
Bank of America
North Carolina
$65.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
201
Mutual of America Capital Management
New York
$1.28M 31,241 +1,509 +5%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$1.26M 30,719 -6,447 -17%
SCM
203
Shelton Capital Management
Colorado
$1.24M 30,191 – –
ZIG
204
Zurich Insurance Group
Switzerland
$1.21M 29,500 – –
CAM
205
Capstone Asset Management
Texas
$1.19M 28,988 -1,247 -4%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$1.19M 28,859 -22,332 -44%
Asset Management One
207
Asset Management One
Japan
$1.18M 29,309 +1,952 +7%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$1.13M 27,374 +584 +2%
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.12M 27,200 -20,686 -43%
BA
210
Bridgewater Associates
Connecticut
$1.11M 26,900 +18,600 +224%
ANRIA
211
American National Registered Investment Advisor
Texas
$1.1M 26,788 – –
MERSOM
212
Municipal Employees' Retirement System of Michigan
Michigan
$1.1M 26,750 +11,060 +70%
WAM
213
World Asset Management
Michigan
$1.1M 26,686 +174 +0.7%
MNBTD
214
Moody National Bank Trust Division
Texas
$1.1M 26,670 – –
DnB Asset Management
215
DnB Asset Management
Norway
$1.09M 26,514 +500 +2%
SAM
216
Securian Asset Management
Minnesota
$1.07M 26,109 +23 +0.1%
LTI
217
Laffer Tengler Investments
Tennessee
$1.06M 25,691 +25,691 New
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$1.03M 25,061 +919 +4%
CPIM
219
Columbia Partners Investment Management
Virginia
$985K 23,961 -241 -1%
NIT
220
NumerixS Investment Technologies
British Columbia, Canada
$978K 23,790 -14,630 -38%
DIP
221
DT Investment Partners
Pennsylvania
$971K 23,608 +4,347 +23%
Citadel Advisors
222
Citadel Advisors
Florida
$947K 23,040 +14,511 +170%
LMGAM
223
Liberty Mutual Group Asset Management
Massachusetts
$944K 22,985 +2,356 +11%
KRS
224
Kentucky Retirement Systems
Kentucky
$942K 22,923 -1,994 -8%
UB
225
UMB Bank
Missouri
$925K 22,492 -625 -3%
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