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Principal Financial Group
PFG

Overview Fund Activity

399 hedge funds and large institutions have $9.78B invested in Principal Financial Group in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 134 reducing their positions, and 35 closing their positions.

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
11.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
47
Increased
139
Reduced
134
Closed
35
Calls
$5.79M
Puts
$8.68M
Net Calls
-$2.89M
Net Calls Change
-$4.97M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$747M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$63.2M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$57.7M
4
Norges Bank
4
Norges Bank
Norway
$53.5M
5
WG
5
Winton Group
United Kingdom
$40.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$533M
2
JHIU
2
Janus Henderson Investors US
Colorado
$46.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$81.3M
4
NA
4
Navellier & Associates
Nevada
$381K
5
Capital International Investors
5
Capital International Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
P
276
Pitcairn
Pennsylvania
$441K 8,733 -58 -0.7%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$428K 8,485 +662 +8%
CI
278
Conning Inc
Connecticut
$415K 8,212 -450 -5%
PA
279
Profund Advisors
Maryland
$414K 8,194 -488 -6%
CW
280
Cobiz Wealth
Colorado
$409K 8,098 – –
IAM
281
Integre Asset Management
New York
$408K 8,083 – –
AB
282
Amalgamated Bank
New York
$401K 7,945 +846 +12%
Stifel Financial
283
Stifel Financial
Missouri
$398K 7,890 -10,225 -56%
QIM
284
Quantitative Investment Management
Virginia
$393K 7,800 +7,800 New
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$389K 7,700 -116,500 -94%
LIA
286
LS Investment Advisors
Michigan
$383K 7,591 -245 -3%
NA
287
Navellier & Associates
Nevada
$381K 7,542 -931,983 -99%
CCM
288
CrestPoint Capital Management
Missouri
$374K 7,400 – –
Creative Planning
289
Creative Planning
Kansas
$371K 7,344 -946 -11%
HighTower Advisors
290
HighTower Advisors
Illinois
$371K 7,356 +2,564 +54%
ANTB
291
AMG National Trust Bank
Colorado
$370K 7,322 +225 +3%
MLL
292
Moody Lynn & Lieberson
Massachusetts
$360K 7,128 -115 -2%
CB
293
Commerce Bank
Missouri
$360K 7,130 +523 +8%
V
294
Veritable
Delaware
$359K 7,108 -252 -3%
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$353K 7,000 – –
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$343K 6,801 +1,600 +31%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$326K 6,450 – –
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$322K 6,386 -24 -0.4%
MYAM
299
Meiji Yasuda Asset Management
Japan
$314K 6,219 -380 -6%
LTFS
300
Ladenburg Thalmann Financial Services
Florida
$308K 6,095 +193 +3%
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