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Principal Financial Group
PFG

Overview Fund Activity

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.21%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M

Top Buyers

1
NA
1
Navellier & Associates
Nevada
$49M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$969M
3
Axa
3
Axa
France
$91M
4
JHIU
4
Janus Henderson Investors US
Colorado
$75M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.01B

Top Sellers

1
AGA
1
Altrinsic Global Advisors
Connecticut
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$621M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$460M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$1.09M 22,000 +22,000 New
BWP
227
Baldwin Wealth Partners
Massachusetts
$1.04M 20,984 +282 +1%
LPL Financial
228
LPL Financial
California
$1.01M 20,421 +7,804 +62%
CBB
229
Citizens Business Bank
California
$986K 20,000 -15,000 -43%
JG
230
Jefferies Group
New York
$979K 19,857 +13,181 +197%
DC
231
Deere & Company
Illinois
$964K 19,556 -31,160 -61%
WBC
232
Westpac Banking Corp
Australia
$930K 18,863 -1,800 -9%
TH
233
Timber Hill
Connecticut
$924K 18,738 +18,738 New
RFC
234
Regions Financial Corp
Alabama
$917K 18,588 -400 -2%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$890K 18,055 +4,279 +31%
VIM
236
Veritas Investment Management
United Kingdom
$889K 18,022 +5,650 +46%
BT
237
Bankers Trust
Iowa
$869K 17,633 +15 +0.1%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$854K 17,329 +6,597 +61%
SB
239
Suntrust Banks
Georgia
$853K 17,307 -1,624 -9%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$817K 16,574 +3,706 +29%
OA
241
OFI Advisors
Pennsylvania
$794K 16,108 -1,787 -10%
SIM
242
Sentry Investment Management
Wisconsin
$759K 15,400 +3,800 +33%
VKH
243
Virtu KCG Holdings
New York
$749K 15,193 -1,252 -8%
Two Sigma Advisers
244
Two Sigma Advisers
New York
$741K 15,034 +2,900 +24%
CAM
245
Carret Asset Management
New York
$725K 14,702 -2,106 -13%
CG
246
Clinton Group
New York
$721K 14,619 +14,619 New
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
$714K 14,473 +14,473 New
SCM
248
Stux Capital Management
New York
$671K 13,600 +1,300 +11%
SCA
249
Secor Capital Advisors
New York
$632K 12,824 +12,824 New
AIM
250
abrdn Investment Management
United Kingdom
$593K 12,028 +295 +3%
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