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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 %
SIM
251
Sentry Investment Management
Wisconsin
$670K 12,773 -1,575 -11%
SB
252
Suntrust Banks
Georgia
$658K 12,555 -1,385 -10%
V
253
Veritable
Delaware
$614K 11,696 +4,588 +65%
DL
254
Delta Lloyd
Netherlands
$609K 11,606 – –
CSS
255
Cubist Systematic Strategies
Connecticut
$581K 11,082 +384 +4%
MYLI
256
Meiji Yasuda Life Insurance
Japan
$577K 10,990 -2,045 -16%
PI
257
Putnam Investments
Massachusetts
$571K 10,890 – –
BA
258
BlackRock Advisors
Delaware
$567K 10,815 +7,727 +250%
TFA
259
Toth Financial Advisory
Virginia
$562K 10,713 +227 +2%
CK
260
Carnick & Kubik
Colorado
$562K 10,705 +10,705 New
Rafferty Asset Management
261
Rafferty Asset Management
New York
$551K 10,495 -3,840 -27%
CHAM
262
Clear Harbor Asset Management
Connecticut
$548K 10,444 – –
CB
263
Commerce Bank
Missouri
$546K 10,412 +3,282 +46%
OMCS
264
Old Mutual Customised Solutions
South Africa
$535K 10,200 -1,500 -13%
Verition Fund Management
265
Verition Fund Management
Connecticut
$531K 10,124 +10,124 New
CIM
266
Calvert Investment Management
Maryland
$526K 10,032 +10,032 New
JIC
267
Johnson Investment Counsel
Ohio
$525K 10,008 +677 +7%
MGIA
268
Moneta Group Investment Advisors
Missouri
$520K 9,910 +334 +3%
SIG
269
Schooner Investment Group
Pennsylvania
$507K 10,000 +10,000 New
AAM
270
Aureus Asset Management
Massachusetts
$505K 9,630 – –
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$503K 9,594 +3,208 +50%
MERSOM
272
Municipal Employees' Retirement System of Michigan
Michigan
$498K 9,500 +200 +2%
PA
273
Profund Advisors
Maryland
$496K 9,455 +1,261 +15%
Macquarie Group
274
Macquarie Group
Australia
$493K 9,400 – –
ANTB
275
AMG National Trust Bank
Colorado
$492K 9,382 +2,060 +28%
9 10
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