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Principal Financial Group
PFG

Overview Fund Activity

537 hedge funds and large institutions have $11.8B invested in Principal Financial Group in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 172 increasing their positions, 160 reducing their positions, and 36 closing their positions.

Holders
537
Holders Change
+64
Holders Change %
+13.53%
% of All Funds
13.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
107
Increased
172
Reduced
160
Closed
36
Calls
$31.7M
Puts
$17.7M
Net Calls
+$14.1M
Net Calls Change
+$9.31M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$898M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$595M
3
State Street
3
State Street
Massachusetts
$781M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
BFA
5
BlackRock Fund Advisors
California
$307M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$276M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$983M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
TA
4
Teachers Advisors
New York
$84.9M
5
TCIM
5
TIAA CREF Investment Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
201
Sterling Capital Management
North Carolina
$2.25M +$163K +2,820 +8%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$2.25M +$160K +2,768 +8%
FWIA
203
Fort Washington Investment Advisors
Ohio
$2.24M – – –
PLFAM
204
Pineno Levin & Ford Asset Management
Virginia
$2.2M – – –
RT
205
Rockland Trust
Massachusetts
$2.17M -$96K -1,659 -4%
Nordea Investment Management
206
Nordea Investment Management
Sweden
$2.13M -$351K -6,075 -14%
MSA
207
Mason Street Advisors
Wisconsin
$2.12M +$24.1K +417 +1%
AIMCA
208
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.08M -$1.19M -20,500 -36%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$2.07M +$189K +3,259 +10%
MA
210
Montag & Associates
Georgia
$2.05M -$1.74K -30 -0.1%
GCP
211
GSA Capital Partners
United Kingdom
$1.99M +$1.99M +34,308 New
TRSOTSOK
212
Teachers Retirement System of the State of Kentucky
Kentucky
$1.96M -$150K -2,600 -7%
SEI Investments
213
SEI Investments
Pennsylvania
$1.96M +$9.38K +162 +0.5%
MOACM
214
Mutual of America Capital Management
New York
$1.94M +$127K +2,203 +7%
RCM
215
Riverhead Capital Management
Delaware
$1.93M -$1.77M -30,661 -48%
CCA
216
Catalyst Capital Advisors
New York
$1.91M -$640K -11,070 -25%
B
217
Barings
North Carolina
$1.88M – – –
AG
218
Advisor Group
Arizona
$1.86M +$1.44M +24,930 +351%
LP
219
LMR Partners
United Kingdom
$1.85M +$1.85M +31,919 New
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$1.78M +$247K +4,261 +16%
Daiwa Securities Group
221
Daiwa Securities Group
Japan
$1.76M +$1.36M +23,450 +335%
CS
222
Candriam SCA
Luxembourg
$1.75M -$5M -86,431 -74%
FCM
223
Flinton Capital Management
Pennsylvania
$1.74M +$1.74M +30,000 New
WGCA
224
Wolf Group Capital Advisors
Virginia
$1.73M +$508K +8,783 +41%
DWA
225
Dorsey Wright & Associates
California
$1.7M +$1.7M +29,295 New
7 8
9
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