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Principal Financial Group
PFG

Overview Fund Activity

473 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
473
Holders Change
+10
Holders Change %
+2.16%
% of All Funds
12.64%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
56
Increased
171
Reduced
144
Closed
41
Calls
$14.1M
Puts
$9.37M
Net Calls
+$4.76M
Net Calls Change
-$135K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$424M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$976M
3
American Century Companies
3
American Century Companies
Missouri
$39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35B
5
PAM
5
Panagora Asset Management
Massachusetts
$81.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$374M
2
Millennium Management
2
Millennium Management
New York
$3.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
WG
4
Winton Group
United Kingdom
$7.51M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MSA
201
Mason Street Advisors
Wisconsin
$1.86M 36,182 -126 -0.3%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$1.86M 36,076 +5,357 +17%
SCM
203
Sterling Capital Management
North Carolina
$1.86M 36,030 +36,030 New
MA
204
Montag & Associates
Georgia
$1.82M 35,400 – –
CGH
205
Crossmark Global Holdings
Texas
$1.78M 27,615 +27,615 New
SEI Investments
206
SEI Investments
Pennsylvania
$1.74M 33,703 +1,533 +5%
LS
207
Livforsakringsbolaget Skandia
Sweden
$1.69M 44,900 +13,559 +43%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$1.67M 31,815 +31,815 New
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$1.67M 32,462 +7,401 +30%
B
210
Barings
North Carolina
$1.67M 32,464 +14,800 +84%
DC
211
Deere & Company
Illinois
$1.66M 32,124 -448 -1%
MOACM
212
Mutual of America Capital Management
New York
$1.61M 31,258 +17 +0.1%
OI
213
Oakbrook Investments
Illinois
$1.56M 30,250 -5,400 -15%
SG Americas Securities
214
SG Americas Securities
New York
$1.55M 30,039 +25,304 +534%
CAM
215
Capstone Asset Management
Texas
$1.48M 28,778 -210 -0.7%
O
216
OppenheimerFunds
New York
$1.48M 28,725 -3,402 -11%
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$1.43M 27,727 -18,668 -40%
DnB Asset Management
218
DnB Asset Management
Norway
$1.41M 27,314 +800 +3%
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$1.41M 27,304 -4,100 -13%
WAM
220
World Asset Management
Michigan
$1.39M 27,059 +373 +1%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$1.39M 27,048 -13,352 -33%
Massachusetts Financial Services
222
Massachusetts Financial Services
Massachusetts
$1.38M 26,834 +26,834 New
MERSOM
223
Municipal Employees' Retirement System of Michigan
Michigan
$1.38M 26,820 +70 +0.3%
ANRIA
224
American National Registered Investment Advisor
Texas
$1.38M 26,788 – –
MNBTD
225
Moody National Bank Trust Division
Texas
$1.37M 26,670 – –
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