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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 %
BA
326
BlackRock Advisors
Delaware
$156K 3,088 -61 -2%
Fuller & Thaler Asset Management
327
Fuller & Thaler Asset Management
California
$156K 3,100 – –
DVM
328
Dreman Value Management
Florida
$152K 3,002 +1,985 +195%
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$141K 2,791 +640 +30%
W
330
Wealthfront
California
$140K 2,712 +1,248 +85%
SSB
331
Sandy Spring Bank
Maryland
$128K 2,543 – –
MCM
332
Manchester Capital Management
Vermont
$119K 2,364 – –
GIS
333
Guardian Investor Services
New York
$103K 2,045 -66 -3%
DOA
334
D'Orazio & Associates
Virginia
$101K 2,000 – –
BRWA
335
B. Riley Wealth Advisors
Florida
$92.1K 1,825 +1,825 New
CAM
336
ClariVest Asset Management
California
$92K 1,819 +1,819 New
CTC
337
Central Trust Company
Missouri
$86K 1,713 – –
PTC
338
Private Trust Company
Ohio
$84K 1,672 +500 +43%
GLI
339
Guardian Life Insurance
New York
$78K 1,545 – –
VNB
340
Valley National Bancorp
New York
$69K 1,365 – –
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K 1,319 +95 +8%
1IC
342
1919 Investment Counsel
Maryland
$67K 1,326 +535 +68%
SAMC
343
Shinko Asset Management Company
Japan
$66K 1,300 – –
NYLT
344
New York Life Trust
New York
$66K 1,316 +1,316 New
IMS
345
Index Management Solutions
Pennsylvania
$59K 1,159 -19,577 -94%
MFS
346
MSI Financial Services
Massachusetts
$53K 1,055 +562 +114%
TRCT
347
Tower Research Capital (TRC)
New York
$49K 976 -4,814 -83%
M&T Bank
348
M&T Bank
New York
$40K 795 -1,140 -59%
FHA
349
First Horizon Advisors
Tennessee
$40K 800 – –
DAM
350
Delta Asset Management
Tennessee
$38K 750 – –
12 13
14
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