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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PA
276
Profund Advisors
Maryland
$424K 8,602 -300 -3%
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$420K 8,023 +8,023 New
NCCM
278
Nine Chapters Capital Management
New Jersey
$414K 8,400 -17,000 -67%
HMS
279
Hanseatic Management Services
New Mexico
$406K 8,230 – –
WFM
280
Wilmington Funds Management
Delaware
$404K 8,190 – –
CI
281
Conning Inc
Connecticut
$403K 8,182 +1,420 +21%
CW
282
Cobiz Wealth
Colorado
$399K 8,098 – –
IAM
283
Integre Asset Management
New York
$399K 8,083 – –
MLL
284
Moody Lynn & Lieberson
Massachusetts
$361K 7,319 -65 -0.9%
Creative Planning
285
Creative Planning
Kansas
$360K 7,298 -1,152 -14%
N
286
Natixis
France
$359K 7,290 +7,290 New
V
287
Veritable
Delaware
$358K 7,258 -485 -6%
AB
288
Amalgamated Bank
New York
$357K 7,236 +7,236 New
ANTB
289
AMG National Trust Bank
Colorado
$355K 7,197 +100 +1%
WTIM
290
Wilmington Trust Investment Management
Delaware
$345K 7,000 – –
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
$344K 7,000 – –
MYAM
292
Meiji Yasuda Asset Management
Japan
$339K 6,869 -100 -1%
B
293
Baird
Wisconsin
$334K 6,765 -1,243 -16%
MME
294
Meag Munich Ergo
Germany
$329K 6,709 +289 +5%
CB
295
Commerce Bank
Missouri
$326K 6,607 +6,607 New
PAM
296
PartnerRe Asset Management
Connecticut
$325K 6,590 -387 -6%
IRS
297
Invictus RG (Singapore)
Singapore
$325K 6,600 +6,600 New
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$316K 6,400 – –
SO
299
STRS Ohio
Ohio
$294K 5,959 – –
AIP
300
Ameritas Investment Partners
Nebraska
$289K 5,864 – –
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12
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