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Principal Financial Group
PFG

Overview Fund Activity

414 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 148 increasing their positions, 149 reducing their positions, and 45 closing their positions.

Holders
414
Holders Change
-17
Holders Change %
-3.94%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
148
Reduced
149
Closed
45
Calls
$7.94M
Puts
$3.47M
Net Calls
+$4.47M
Net Calls Change
+$3.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$345M
2
WG
2
Winton Group
United Kingdom
$74.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$915M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$3.37M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$427M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$851M
4
Millennium Management
4
Millennium Management
New York
$1.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
301
Cubist Systematic Strategies
Connecticut
$350K 6,812 -46,212 -87%
William Blair & Company
302
William Blair & Company
Illinois
$350K 6,809 +1,260 +23%
CCA
303
Checchi Capital Advisers
California
$346K 6,736 +753 +13%
Tudor Investment Corp
304
Tudor Investment Corp
Connecticut
$330K 6,431 -4,880 -43%
BMC
305
Benin Management Corp
Connecticut
$329K 6,400 +500 +8%
SAM
306
Symphony Asset Management
California
$326K 6,343 -650 -9%
BFG
307
Beacon Financial Group
Texas
$320K 6,234 +1,555 +33%
MGIA
308
Moneta Group Investment Advisors
Missouri
$316K 6,151 – –
VRS
309
Virginia Retirement Systems
Virginia
$314K 6,118 +69 +1%
M&T Bank
310
M&T Bank
New York
$307K 5,988 -1,366 -19%
CC
311
ClearArc Capital
Ohio
$305K 5,932 +92 +2%
PAM
312
PartnerRe Asset Management
Connecticut
$299K 5,816 – –
CI
313
Constellation Investments
Ohio
$298K 5,800 +300 +5%
DFIM
314
Detwiler Fenton Investment Management
Massachusetts
$276K 5,372 -331 -6%
W
315
Wealthfront
California
$263K 5,119 +388 +8%
AIP
316
Ameritas Investment Partners
Nebraska
$259K 5,048 – –
FAT
317
First American Trust
California
$257K 5,000 – –
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$256K 4,992 +77 +2%
AIM
319
Assured Investment Management
New York
$255K 4,965 +4,965 New
SF
320
Synovus Financial
Georgia
$253K 4,894 -92 -2%
DVM
321
Dreman Value Management
Florida
$253K 4,930 +2,153 +78%
N
322
Natixis
France
$247K 4,814 +4,814 New
IFS
323
Ifrah Financial Services
Arkansas
$243K 4,739 +4,739 New
Fuller & Thaler Asset Management
324
Fuller & Thaler Asset Management
California
$241K 4,700 +800 +21%
VFS
325
VSR Financial Services
Kansas
$239K 4,653 -211 -4%
11 12
13
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