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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 %
P
251
Pitcairn
Pennsylvania
$383K 8,945 +1,602 +22%
PA
252
Profund Advisors
Maryland
$381K 8,902 -167 -2%
FHC
253
First Houston Capital
Texas
$381K 8,900 +8,900 New
NA
254
Navellier & Associates
Nevada
$376K 8,778 +8,778 New
DL
255
Delta Lloyd
Netherlands
$373K 8,715 – –
Creative Planning
256
Creative Planning
Kansas
$362K 8,450 +2,521 +43%
HMS
257
Hanseatic Management Services
New Mexico
$352K 8,230 -610 -7%
WFM
258
Wilmington Funds Management
Delaware
$351K 8,190 +8,190 New
CW
259
Cobiz Wealth
Colorado
$347K 8,098 – –
IAM
260
Integre Asset Management
New York
$346K 8,083 – –
B
261
Baird
Wisconsin
$343K 8,008 – –
Nordea Investment Management
262
Nordea Investment Management
Sweden
$340K 7,934 +1,798 +29%
V
263
Veritable
Delaware
$332K 7,743 +420 +6%
MLL
264
Moody Lynn & Lieberson
Massachusetts
$316K 7,384 +359 +5%
AAM
265
Advisors Asset Management
Colorado
$313K 7,311 +2,137 +41%
ANTB
266
AMG National Trust Bank
Colorado
$304K 7,097 +190 +3%
WTIM
267
Wilmington Trust Investment Management
Delaware
$300K 7,000 – –
EOJOAM
268
E. Ohman J:or Asset Management
Sweden
$300K 7,000 – –
PAM
269
PartnerRe Asset Management
Connecticut
$299K 6,977 -981 -12%
MYAM
270
Meiji Yasuda Asset Management
Japan
$298K 6,969 -11,200 -62%
HCMNY
271
Howard Capital Management (New York)
New York
$292K 6,819 – –
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$291K 6,799 +560 +9%
CI
273
Conning Inc
Connecticut
$290K 6,762 +60 +0.9%
JG
274
Jefferies Group
New York
$286K 6,676 +6,676 New
MME
275
Meag Munich Ergo
Germany
$275K 6,420 +6,420 New
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