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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 %
VRS
301
Virginia Retirement Systems
Virginia
$304K 6,024 +55 +0.9%
SO
302
STRS Ohio
Ohio
$301K 5,959 – –
PAM
303
PartnerRe Asset Management
Connecticut
$294K 5,818 -824 -12%
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$291K 5,757 +5,757 New
LBG
305
Lloyds Banking Group
United Kingdom
$275K 5,455 -276,283 -98%
AIP
306
Ameritas Investment Partners
Nebraska
$270K 5,349 -249 -4%
William Blair & Company
307
William Blair & Company
Illinois
$267K 5,300 +100 +2%
CCA
308
Checchi Capital Advisers
California
$263K 5,212 -65 -1%
CI
309
Constellation Investments
Ohio
$262K 5,200 +100 +2%
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$261K 5,163 +775 +18%
FAT
311
First American Trust
California
$252K 5,000 -45 -0.9%
QIM
312
Quest Investment Management
Oregon
$242K 4,800 – –
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$237K 4,700 +47 +1%
VFA
314
Virtus Fund Advisers
Connecticut
$219K 4,339 +4,339 New
SC
315
Savant Capital
Illinois
$218K 4,317 -290 -6%
FHC
316
First Heartland Consultants
Missouri
$218K 4,312 +4,312 New
GCA
317
Greenwood Capital Associates
South Carolina
$218K 4,325 +4,325 New
FMT
318
First Mercantile Trust
Tennessee
$212K 4,200 – –
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
$209K 4,149 +4,149 New
YMRC
320
Yorktown Management & Research Company
Virginia
$202K 4,000 +4,000 New
SCA
321
Stonebridge Capital Advisors
Minnesota
$202K 4,000 +4,000 New
CA
322
Cornerstone Advisors
North Carolina
$202K 4,000 +4,000 New
BKBG
323
BHF Kleinwort Benson Group
Belgium
$177K 4,800 +4,800 New
Federated Hermes
324
Federated Hermes
Pennsylvania
$170K 3,360 -4,912 -59%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$163K 3,221 -543 -14%
11 12
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