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Principal Financial Group
PFG

Overview Fund Activity

431 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 147 reducing their positions, and 30 closing their positions.

Holders
431
Holders Change
+14
Holders Change %
+3.36%
% of All Funds
11.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
52
Increased
150
Reduced
147
Closed
30
Calls
$7.28M
Puts
$6.52M
Net Calls
+$758K
Net Calls Change
+$2.59M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$871M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$272M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$71.6M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$43.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$910M
2
Bank of America
2
Bank of America
North Carolina
$89.3M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$23.5M
4
WG
4
Winton Group
United Kingdom
$5.85M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
251
Sentry Investment Management
Wisconsin
$663K 12,773 – –
CAM
252
Carret Asset Management
New York
$662K 12,748 -1,404 -10%
TFA
253
Transamerica Financial Advisors
Florida
$637K 12,252 +12,252 New
V
254
Veritable
Delaware
$633K 12,189 +493 +4%
Stifel Financial
255
Stifel Financial
Missouri
$626K 12,056 +4,264 +55%
CG
256
Clinton Group
New York
$616K 11,859 +3,143 +36%
HIC
257
Holderness Investments Company
North Carolina
$611K 11,766 +11,766 New
Walleye Trading
258
Walleye Trading
New York
$604K 11,630 +11,630 New
DL
259
Delta Lloyd
Netherlands
$603K 11,606 – –
Tudor Investment Corp
260
Tudor Investment Corp
Connecticut
$587K 11,311 +11,311 New
BA
261
BlackRock Advisors
Delaware
$586K 11,284 +469 +4%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$585K 11,268 +6,108 +118%
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$584K 11,250 +11,250 New
CK
264
Carnick & Kubik
Colorado
$564K 10,855 +150 +1%
CIM
265
Calvert Investment Management
Maryland
$562K 10,826 +794 +8%
JG
266
Jefferies Group
New York
$558K 10,735 +2,579 +32%
TFA
267
Toth Financial Advisory
Virginia
$556K 10,714 +1 +0%
OMCS
268
Old Mutual Customised Solutions
South Africa
$551K 10,600 +400 +4%
CHAM
269
Clear Harbor Asset Management
Connecticut
$542K 10,444 – –
HighTower Advisors
270
HighTower Advisors
Illinois
$535K 10,297 +1,278 +14%
S
271
SignatureFD
Georgia
$528K 10,171 +871 +9%
FHC
272
First Houston Capital
Texas
$525K 10,100 +1,100 +12%
CS
273
Candriam SCA
Luxembourg
$521K 10,023 +10,023 New
PA
274
Profund Advisors
Maryland
$520K 10,018 +563 +6%
JIC
275
Johnson Investment Counsel
Ohio
$507K 9,773 -235 -2%
9 10
11
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