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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 %
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$248K 4,727 +578 +14%
QIM
327
Quest Investment Management
Oregon
$241K 4,600 -200 -4%
VFS
328
VSR Financial Services
Kansas
$239K 4,550 +4,550 New
SC
329
Savant Capital
Illinois
$233K 4,436 +119 +3%
MYAM
330
Meiji Yasuda Asset Management
Japan
$232K 4,429 -1,790 -29%
HIS
331
Horizon Investment Services
Indiana
$232K 4,416 +4,416 New
GCA
332
Greenwood Capital Associates
South Carolina
$227K 4,330 +5 +0.1%
FHC
333
First Heartland Consultants
Missouri
$226K 4,312 – –
GCP
334
GSA Capital Partners
United Kingdom
$226K 4,298 +4,298 New
UCFA
335
United Capital Financial Advisors
Texas
$223K 4,251 +4,251 New
FMT
336
First Mercantile Trust
Tennessee
$220K 4,200 – –
WB
337
WesBanco Bank
West Virginia
$217K 4,124 +4,124 New
YMRC
338
Yorktown Management & Research Company
Virginia
$210K 4,000 – –
CA
339
Cornerstone Advisors
North Carolina
$210K 4,000 – –
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
$205K 3,900 +800 +26%
Envestnet Asset Management
341
Envestnet Asset Management
Illinois
$190K 3,625 +834 +30%
W
342
Wealthfront
California
$185K 3,519 +807 +30%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$169K 3,221 – –
DVM
344
Dreman Value Management
Florida
$148K 2,828 -174 -6%
SC
345
SRB Corp
Massachusetts
$138K 2,637 +2,637 New
SSB
346
Sandy Spring Bank
Maryland
$133K 2,543 – –
MCM
347
Manchester Capital Management
Vermont
$124K 2,364 – –
DOA
348
D'Orazio & Associates
Virginia
$105K 2,000 – –
GIS
349
Guardian Investor Services
New York
$102K 1,940 -105 -5%
VFA
350
Virtus Fund Advisers
Connecticut
$100K 1,897 -2,442 -56%
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