PFG icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
OMCS
251
Old Mutual Customised Solutions
South Africa
$577K +$39.5K +800 +7%
CC
252
ClearArc Capital
Ohio
$567K -$53.6K -1,088 -9%
Jacobs Levy Equity Management
253
Jacobs Levy Equity Management
New Jersey
$562K +$562K +11,400 New
PI
254
Putnam Investments
Massachusetts
$546K +$14.8K +300 +3%
SC
255
Sumit Capital
New York
$531K +$531K +10,778 New
MYLI
256
Meiji Yasuda Life Insurance
Japan
$524K -$19.7K -400 -4%
DnB Asset Management
257
DnB Asset Management
Norway
$518K -$330K -6,700 -39%
CHAM
258
Clear Harbor Asset Management
Connecticut
$515K – – –
TFA
259
Toth Financial Advisory
Virginia
$513K +$49 +1 +0%
AAM
260
Advisors Asset Management
Colorado
$513K +$153K +3,094 +42%
Macquarie Group
261
Macquarie Group
Australia
$508K +$207K +4,200 +69%
P
262
Pitcairn
Pennsylvania
$498K +$56.9K +1,154 +13%
MGIA
263
Moneta Group Investment Advisors
Missouri
$496K -$8.49K -172 -2%
EAM
264
EULAV Asset Management
Florida
$493K – – –
GCP
265
GSA Capital Partners
United Kingdom
$484K +$169K +3,420 +53%
KRSITF
266
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$478K -$2.86K -58 -0.6%
JIC
267
Johnson Investment Counsel
Ohio
$475K +$10.8K +220 +2%
MCM
268
McKinley Capital Management
Alaska
$468K +$468K +9,490 New
1GA
269
1st Global Advisors
Texas
$463K +$463K +9,393 New
S
270
SignatureFD
Georgia
$459K – – –
MERSOM
271
Municipal Employees' Retirement System of Michigan
Michigan
$459K – – –
FHC
272
First Houston Capital
Texas
$444K +$4.93K +100 +1%
Nordea Investment Management
273
Nordea Investment Management
Sweden
$444K +$53.1K +1,077 +14%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$436K +$101K +2,037 +30%
DL
275
Delta Lloyd
Netherlands
$430K – – –
9 10
11
12 13