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Principal Financial Group
PFG

Overview Fund Activity

417 hedge funds and large institutions have $10.4B invested in Principal Financial Group in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 149 reducing their positions, and 26 closing their positions.

Holders
417
Holders Change
+18
Holders Change %
+4.51%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
47
Increased
139
Reduced
149
Closed
26
Calls
$8.28M
Puts
$10.1M
Net Calls
-$1.83M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$110M
3
Millennium Management
3
Millennium Management
New York
$38.4M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$56.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.09B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
JHIU
3
Janus Henderson Investors US
Colorado
$10.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$516M
5
Goldman Sachs
5
Goldman Sachs
New York
$293M
Name Market Value Shares Shares
Change 		Shares
Change %
KRS
226
Kentucky Retirement Systems
Kentucky
$1.12M 21,264 +21,264 New
LSERS
227
Louisiana State Employees Retirement System
Louisiana
$1.1M 21,000 -500 -2%
BF
228
BOK Financial
Oklahoma
$1.05M 20,076 -4,830 -19%
TMAM
229
Tokio Marine Asset Management
Japan
$1.05M 20,018 -1,636 -8%
AAM
230
Advisors Asset Management
Colorado
$1.04M 19,811 +496 +3%
WBC
231
Westpac Banking Corp
Australia
$1.02M 19,509 -1,300 -6%
KeyBank National Association
232
KeyBank National Association
Ohio
$1M 19,114 -8,090 -30%
OA
233
OFI Advisors
Pennsylvania
$991K 18,878 -212 -1%
CAM
234
Capstone Asset Management
Texas
$990K 18,870 +470 +3%
RFC
235
Regions Financial Corp
Alabama
$982K 18,716 -1,100 -6%
IAM
236
Impax Asset Management
New Hampshire
$981K 18,698 +3,378 +22%
VKH
237
Virtu KCG Holdings
New York
$979K 18,656 -263 -1%
CPIM
238
Columbia Partners Investment Management
Virginia
$975K 18,584 -2,095 -10%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$967K 18,424 +2,451 +15%
DnB Asset Management
240
DnB Asset Management
Norway
$903K 17,214 – –
CC
241
ClearArc Capital
Ohio
$899K 17,128 +2,443 +17%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$881K 16,801 -6,967 -29%
STC
243
SEI Trust Company
Pennsylvania
$871K 16,600 -6,300 -28%
VIM
244
Veritas Investment Management
United Kingdom
$866K 16,495 -5,527 -25%
LPL Financial
245
LPL Financial
California
$824K 16,179 +170 +1%
Federated Hermes
246
Federated Hermes
Pennsylvania
$813K 15,489 +12,129 +361%
EAM
247
EULAV Asset Management
Florida
$787K 15,000 – –
CAM
248
Carret Asset Management
New York
$743K 14,152 – –
PAM
249
Panagora Asset Management
Massachusetts
$740K 14,098 -40 -0.3%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$703K 13,405 +4,394 +49%
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