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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 %
KRSITF
276
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$504K 9,705 +10 +0.1%
PI
277
Placemark Investments
Illinois
$504K 9,706 +4,750 +96%
AAM
278
Aureus Asset Management
Massachusetts
$500K 9,630 – –
CC
279
Cipher Capital
New York
$497K 9,569 +9,569 New
MERSOM
280
Municipal Employees' Retirement System of Michigan
Michigan
$493K 9,500 – –
Macquarie Group
281
Macquarie Group
Australia
$488K 9,400 – –
ANTB
282
AMG National Trust Bank
Colorado
$487K 9,382 – –
MYLI
283
Meiji Yasuda Life Insurance
Japan
$480K 9,250 -1,740 -16%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$478K 9,207 -387 -4%
Nordea Investment Management
285
Nordea Investment Management
Sweden
$476K 9,168 -4,237 -32%
Rafferty Asset Management
286
Rafferty Asset Management
New York
$452K 8,703 -1,792 -17%
ACM
287
Apex Capital Management
Ohio
$450K 8,672 – –
MCM
288
McKinley Capital Management
Alaska
$442K 8,505 -172 -2%
LIA
289
LS Investment Advisors
Michigan
$439K 8,443 +991 +13%
NB
290
Norinchukin Bank
Japan
$429K 8,250 +8,250 New
AGM
291
Alpine Global Management
New York
$422K 8,117 +8,117 New
CW
292
Cobiz Wealth
Colorado
$421K 8,098 – –
IAM
293
Integre Asset Management
New York
$420K 8,083 – –
Creative Planning
294
Creative Planning
Kansas
$420K 8,092 +1,133 +16%
QIM
295
Quantitative Investment Management
Virginia
$399K 7,700 +7,700 New
CI
296
Conning Inc
Connecticut
$392K 7,542 -370 -5%
TH
297
Timber Hill
Connecticut
$388K 7,469 -1,439 -16%
M&T Bank
298
M&T Bank
New York
$381K 7,354 -1,353 -16%
CCM
299
CrestPoint Capital Management
Missouri
$379K 7,300 – –
AL
300
Airain Ltd
Guernsey
$373K 7,188 +7,188 New
10 11
12
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