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Principal Financial Group
PFG

Overview Fund Activity

417 hedge funds and large institutions have $10.4B invested in Principal Financial Group in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 149 reducing their positions, and 26 closing their positions.

Holders
417
Holders Change
+18
Holders Change %
+4.51%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
47
Increased
139
Reduced
149
Closed
26
Calls
$8.28M
Puts
$10.1M
Net Calls
-$1.83M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$110M
3
Millennium Management
3
Millennium Management
New York
$38.4M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$56.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.09B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
JHIU
3
Janus Henderson Investors US
Colorado
$10.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$516M
5
Goldman Sachs
5
Goldman Sachs
New York
$293M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$365K 6,959 -385 -5%
TRCT
302
Tower Research Capital (TRC)
New York
$358K 6,831 +5,855 +600%
BMC
303
Benin Management Corp
Connecticut
$352K 6,700 -8,900 -57%
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$338K 6,450 – –
LTFS
305
Ladenburg Thalmann Financial Services
Florida
$329K 6,276 +181 +3%
PHK
306
Point72 Hong Kong
Hong Kong
$319K 6,089 +6,089 New
VRS
307
Virginia Retirement Systems
Virginia
$318K 6,052 +28 +0.5%
SO
308
STRS Ohio
Ohio
$313K 5,959 – –
DFIM
309
Detwiler Fenton Investment Management
Massachusetts
$301K 5,733 +5,733 New
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$299K 5,701 -1,100 -16%
IMAS
311
ID Management A/S
Denmark
$289K 5,500 +5,500 New
CCA
312
Checchi Capital Advisers
California
$288K 5,497 +285 +5%
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
$278K 5,303 -454 -8%
William Blair & Company
314
William Blair & Company
Illinois
$278K 5,300 – –
CI
315
Constellation Investments
Ohio
$278K 5,300 +100 +2%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$271K 5,160 -3 -0.1%
SF
317
Synovus Financial
Georgia
$269K 5,106 +4,417 +641%
AIP
318
Ameritas Investment Partners
Nebraska
$265K 5,048 -301 -6%
LBG
319
Lloyds Banking Group
United Kingdom
$264K 5,047 -408 -7%
PAM
320
PartnerRe Asset Management
Connecticut
$262K 5,002 -816 -14%
FAT
321
First American Trust
California
$262K 5,000 – –
PI
322
Placemark Investments
Illinois
$260K 4,956 +4,956 New
QAM
323
Quantres Asset Management
Cayman Islands
$257K 4,900 +4,900 New
BFG
324
Beacon Financial Group
Texas
$255K 4,829 +4,829 New
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$252K 4,817 +117 +2%
11 12
13
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