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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.

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 %
CIM
251
Calvert Investment Management
Maryland
$617K +$60.5K +1,177 +11%
HIC
252
Holderness Investments Company
North Carolina
$604K – – –
DL
253
Delta Lloyd
Netherlands
$596K – – –
OMCS
254
Old Mutual Customised Solutions
South Africa
$596K +$51.4K +1,000 +9%
BA
255
BlackRock Advisors
Delaware
$582K +$1.95K +38 +0.3%
Nordea Investment Management
256
Nordea Investment Management
Sweden
$581K +$110K +2,143 +23%
CBOA
257
Commonwealth Bank of Australia
Australia
$573K -$323K -6,300 -36%
CC
258
Cipher Capital
New York
$570K +$78.4K +1,525 +16%
VIM
259
Veritas Investment Management
United Kingdom
$557K +$557K +10,845 New
HighTower Advisors
260
HighTower Advisors
Illinois
$555K +$26.3K +512 +5%
TFA
261
Toth Financial Advisory
Virginia
$550K +$103 +2 +0%
LIA
262
LS Investment Advisors
Michigan
$547K +$113K +2,198 +26%
CHAM
263
Clear Harbor Asset Management
Connecticut
$537K – – –
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$533K +$59.9K +1,165 +13%
FHC
265
First Houston Capital
Texas
$519K – – –
S
266
SignatureFD
Georgia
$518K -$4.99K -97 -1%
NMIMC
267
Northwestern Mutual Investment Management Company
Wisconsin
$512K +$512K +9,970 New
PI
268
PineBridge Investments
New York
$511K +$437K +8,503 +593%
LOAMS
269
Lombard Odier Asset Management (Switzerland)
Switzerland
$507K +$507K +9,780 New
JIC
270
Johnson Investment Counsel
Ohio
$502K – – –
MYLI
271
Meiji Yasuda Life Insurance
Japan
$489K +$13.9K +270 +3%
Macquarie Group
272
Macquarie Group
Australia
$483K – – –
ANTB
273
AMG National Trust Bank
Colorado
$482K – – –
Nomura Holdings
274
Nomura Holdings
Japan
$481K -$1.18M -22,967 -71%
AB
275
Amalgamated Bank
New York
$475K +$118K +2,289 +33%
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