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Principal Financial Group
PFG

Overview Fund Activity

348 hedge funds and large institutions have $8.32B invested in Principal Financial Group in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
50
Increased
116
Reduced
131
Closed
28
Calls
$16.6M
Puts
$10.5M
Net Calls
+$6.09M
Net Calls Change
-$3.4M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$42.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$857M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$814M
5
Axa
5
Axa
France
$51.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$600M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$448M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$103M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$8.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
MSU
351
Maple Securities USA
New Jersey
– – -108,368 Closed
Jacobs Levy Equity Management
352
Jacobs Levy Equity Management
New Jersey
– – -97,000 Closed
Capital Fund Management (CFM)
353
Capital Fund Management (CFM)
France
– – -73,295 Closed
CCM
354
Cai Capital Management
New York
– – -71,110 Closed
O
355
OppenheimerFunds
New York
– – -60,930 Closed
HAM
356
Highstreet Asset Management
Ontario, Canada
– – -54,411 Closed
DCM
357
Dupont Capital Management
Delaware
– – -44,787 Closed
NMERB
358
New Mexico Educational Retirement Board
New Mexico
– – -43,904 Closed
MAM
359
Martingale Asset Management
Massachusetts
– – -35,506 Closed
PP
360
Paloma Partners
Connecticut
– – -30,085 Closed
PIA
361
Piedmont Investment Advisors
North Carolina
– – -28,709 Closed
SIG
362
Schooner Investment Group
Pennsylvania
– – -20,000 Closed
CGI
363
CI Global Investments
California
– – -19,700 Closed
SCM
364
Stevens Capital Management
Pennsylvania
– – -18,386 Closed
GMIM
365
General Motors Investment Management
New York
– – -12,441 Closed
VRS
366
Virginia Retirement Systems
Virginia
– – -9,228 Closed
IA
367
Icon Advisers
Colorado
– – -9,200 Closed
IC
368
IKOS CIF
Cyprus
– – -8,964 Closed
IPC
369
Independent Portfolio Consultants
Florida
– – -7,730 Closed
SOADOR
370
State of Alaska Department of Revenue
Alaska
– – -7,465 Closed
CC
371
Cipher Capital
New York
– – -6,953 Closed
BA
372
Bridgewater Associates
Connecticut
– – -6,600 Closed
GCT
373
Galaxy Capital Trading
British Virgin Islands
– – -5,900 Closed
QT
374
Quantbot Technologies
New York
– – -2,900 Closed
FHB
375
First Hawaiian Bank
Hawaii
– – -128 Closed
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