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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 %
Rafferty Asset Management
301
Rafferty Asset Management
New York
$284K 5,762 -5,122 -47%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$282K 5,728 -128 -2%
LIA
303
LS Investment Advisors
Michigan
$273K 5,539 +4,149 +298%
William Blair & Company
304
William Blair & Company
Illinois
$272K 5,536 -520 -9%
PI
305
Placemark Investments
Illinois
$260K 5,273 +5,273 New
TAM
306
Telluride Asset Management
Minnesota
$256K 5,200 +5,200 New
FAT
307
First American Trust
California
$249K 5,045 – –
Natixis Advisors
308
Natixis Advisors
Massachusetts
$248K 5,034 +5,034 New
CI
309
Constellation Investments
Ohio
$247K 5,000 +300 +6%
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$247K 4,749 +4,749 New
Jane Street
311
Jane Street
New York
$245K 4,973 -17,927 -78%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$241K 4,882 -59 -1%
QIM
313
Quest Investment Management
Oregon
$237K 4,800 +4,800 New
SC
314
Savant Capital
Illinois
$235K 4,756 +4,756 New
IPC
315
Independent Portfolio Consultants
Florida
$233K 4,725 +4,725 New
NIM
316
NuWave Investment Management
New Jersey
$229K 4,639 +1,357 +41%
CCA
317
Checchi Capital Advisers
California
$220K 4,459 +4,459 New
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$215K 4,366 -1,556 -26%
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$215K 4,369 +4,369 New
HighTower Advisors
320
HighTower Advisors
Illinois
$214K 4,330 +4,330 New
FHC
321
First Heartland Consultants
Missouri
$213K 4,312 +4,312 New
HNB
322
Huntington National Bank
Ohio
$199K 4,039 -63 -2%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$186K 3,764 -927 -20%
Fuller & Thaler Asset Management
324
Fuller & Thaler Asset Management
California
$178K 3,600 – –
BA
325
BlackRock Advisors
Delaware
$159K 3,230 -30 -0.9%
11 12
13
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