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Principal Financial Group
PFG

Overview Fund Activity

414 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 148 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-17
Holders Change %
-3.94%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
148
Reduced
149
Closed
45
Calls
$7.94M
Puts
$3.47M
Net Calls
+$4.47M
Net Calls Change
+$3.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$345M
2
WG
2
Winton Group
United Kingdom
$74.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$915M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$3.37M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$427M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$851M
4
Millennium Management
4
Millennium Management
New York
$1.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$1.01M -$46.2K -900 -4%
NIT
227
NumerixS Investment Technologies
British Columbia, Canada
$1.01M +$791K +15,400 +367%
GCP
228
GSA Capital Partners
United Kingdom
$981K +$59.6K +1,160 +6%
BF
229
BOK Financial
Oklahoma
$976K +$198K +3,861 +26%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$970K +$56.9K +1,107 +6%
KRS
231
Kentucky Retirement Systems
Kentucky
$946K -$97.2K -1,892 -9%
SIM
232
Sentry Investment Management
Wisconsin
$913K +$257K +5,000 +39%
TI
233
Trexquant Investment
Connecticut
$873K +$108K +2,100 +14%
BC
234
Banced Corp
Illinois
$865K +$865K +16,845 New
Rafferty Asset Management
235
Rafferty Asset Management
New York
$864K +$417K +8,111 +93%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$815K +$477K +9,276 +141%
CPIM
237
Columbia Partners Investment Management
Virginia
$794K -$184K -3,590 -19%
TFA
238
Transamerica Financial Advisors
Florida
$772K +$142K +2,771 +23%
EAM
239
EULAV Asset Management
Florida
$771K – – –
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$733K +$591K +11,512 +418%
TMAM
241
Tokio Marine Asset Management
Japan
$704K -$35.9K -699 -5%
SFP
242
Santa Fe Partners
New Mexico
$687K -$1.09M -21,248 -61%
IIM
243
Intact Investment Management
Quebec, Canada
$677K +$677K +13,200 New
AAM
244
Advisors Asset Management
Colorado
$675K -$159K -3,085 -19%
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$672K +$313K +6,095 +87%
DnB Asset Management
246
DnB Asset Management
Norway
$648K -$390K -7,600 -38%
V
247
Veritable
Delaware
$644K +$18.1K +352 +3%
SIG
248
Schooner Investment Group
Pennsylvania
$638K -$638K -12,500 -50%
CAM
249
Carret Asset Management
New York
$629K -$25.7K -500 -4%
CCM
250
Corsair Capital Management
New York
$622K -$758K -14,752 -55%
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