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Principal Financial Group
PFG

Overview Fund Activity

390 hedge funds and large institutions have $8.74B invested in Principal Financial Group in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 144 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
11.27%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
47
Increased
128
Reduced
144
Closed
36
Calls
$9.11M
Puts
$7.03M
Net Calls
+$2.08M
Net Calls Change
-$359K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$132M
2
Capital International Investors
2
Capital International Investors
California
$43.5M
3
JHIU
3
Janus Henderson Investors US
Colorado
$102M
4
PRCM
4
Pine River Capital Management
Minnesota
$30.7M
5
WCM
5
Winton Capital Management
United Kingdom
$50.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$46.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$5.34M
3
Axa
3
Axa
France
$35.5M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$901M
5
State Street
5
State Street
Massachusetts
$556M
Name Market Value Shares Shares
Change 		Shares
Change %
MYAM
301
Meiji Yasuda Asset Management
Japan
$303K 6,599 -270 -4%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$297K 6,450 +50 +0.8%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$295K 6,410 -2,426 -27%
VRS
304
Virginia Retirement Systems
Virginia
$275K 5,969 +5,969 New
SO
305
STRS Ohio
Ohio
$274K 5,959 – –
LTFS
306
Ladenburg Thalmann Financial Services
Florida
$271K 5,902 +174 +3%
TRCT
307
Tower Research Capital (TRC)
New York
$266K 5,790 +4,862 +524%
B
308
Baird
Wisconsin
$265K 5,765 -1,000 -15%
AIP
309
Ameritas Investment Partners
Nebraska
$257K 5,598 -266 -5%
TH
310
Timber Hill
Connecticut
$246K 5,344 -13,394 -71%
CCA
311
Checchi Capital Advisers
California
$243K 5,277 +818 +18%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$239K 5,201 +835 +19%
William Blair & Company
313
William Blair & Company
Illinois
$239K 5,200 -336 -6%
CI
314
Constellation Investments
Ohio
$235K 5,100 +100 +2%
FAT
315
First American Trust
California
$232K 5,045 – –
CBB
316
Citizens Business Bank
California
$230K 5,000 -15,000 -75%
QIM
317
Quest Investment Management
Oregon
$221K 4,800 – –
HighTower Advisors
318
HighTower Advisors
Illinois
$220K 4,792 +462 +11%
IPC
319
Independent Portfolio Consultants
Florida
$217K 4,725 – –
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$214K 4,653 -229 -5%
SC
321
Savant Capital
Illinois
$212K 4,607 -149 -3%
WTIM
322
Wilmington Trust Investment Management
Delaware
$207K 4,500 -2,500 -36%
Verition Fund Management
323
Verition Fund Management
Connecticut
$204K 4,439 +4,439 New
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$202K 4,388 +19 +0.4%
FMT
325
First Mercantile Trust
Tennessee
$193K 4,200 +1,500 +56%
11 12
13
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