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Principal Financial Group
PFG

Overview Fund Activity

348 hedge funds and large institutions have $8.32B invested in Principal Financial Group in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
50
Increased
116
Reduced
131
Closed
28
Calls
$16.6M
Puts
$10.5M
Net Calls
+$6.09M
Net Calls Change
-$3.4M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$42.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$857M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$814M
5
Axa
5
Axa
France
$51.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$600M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$448M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$103M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$8.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
226
Virtu KCG Holdings
New York
$704K 16,445 +16,445 New
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$590K 13,776 -2,562 -16%
LPL Financial
228
LPL Financial
California
$557K 12,617 +4,725 +60%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$551K 12,868 +3,500 +37%
CC
230
ClearArc Capital
Ohio
$539K 12,595 -1,295 -9%
VIM
231
Veritas Investment Management
United Kingdom
$528K 12,372 +8,537 +223%
SCM
232
Stux Capital Management
New York
$527K 12,300 +12,300 New
Two Sigma Advisers
233
Two Sigma Advisers
New York
$519K 12,134 +12,134 New
AIM
234
abrdn Investment Management
United Kingdom
$502K 11,733 -213 -2%
SIM
235
Sentry Investment Management
Wisconsin
$497K 11,600 – –
TRCT
236
Tower Research Capital (TRC)
New York
$485K 11,340 +11,340 New
MYLI
237
Meiji Yasuda Life Insurance
Japan
$473K 11,035 -27,439 -71%
OMCS
238
Old Mutual Customised Solutions
South Africa
$467K 10,900 – –
Rafferty Asset Management
239
Rafferty Asset Management
New York
$466K 10,884 -4,615 -30%
PI
240
Putnam Investments
Massachusetts
$462K 10,782 +281 +3%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$460K 10,732 -687 -6%
CHAM
242
Clear Harbor Asset Management
Connecticut
$447K 10,444 – –
TFA
243
Toth Financial Advisory
Virginia
$445K 10,400 +220 +2%
MGIA
244
Moneta Group Investment Advisors
Missouri
$438K 10,226 +450 +5%
EAM
245
EULAV Asset Management
Florida
$428K 10,000 +10,000 New
KRSITF
246
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$418K 9,753 +9,753 New
JIC
247
Johnson Investment Counsel
Ohio
$403K 9,431 -300 -3%
S
248
SignatureFD
Georgia
$398K 9,300 – –
MERSOM
249
Municipal Employees' Retirement System of Michigan
Michigan
$398K 9,300 +9,300 New
CIBC World Market
250
CIBC World Market
Ontario, Canada
$384K 8,971 +1,371 +18%
8 9
10
11 12