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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 %
NCM
351
Nelson Capital Management
California
$38K 750 – –
TWA
352
TCI Wealth Advisors
Arizona
$36K 707 -182 -20%
SF
353
Synovus Financial
Georgia
$34K 689 – –
MAM
354
Mizuho Asset Management
Japan
$32K 636 – –
PMFA
355
Plante Moran Financial Advisors
Michigan
$32K 629 – –
TCM
356
Tradewinds Capital Management
Washington
$32K 636 – –
QAM
357
QCI Asset Management
New York
$31K 621 – –
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$31K 609 – –
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$29K 578 – –
FFC
360
First Financial Corp
Indiana
$29K 580 – –
SJ
361
Stilwell Joseph
$28K 547 – –
FNBT
362
FineMark National Bank & Trust
Florida
$27K 530 – –
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$27K 529 +228 +76%
HRC
364
Hoertkorn Richard Charles
$23K 448 – –
MMG
365
Monetary Management Group
Missouri
$23K 450 +450 New
WEC
366
Winslow Evans & Crocker
Massachusetts
$22.1K 437 – –
EWM
367
Edge Wealth Management
New York
$22K 434 +434 New
PSI
368
Pinnacle Summer Investments
Virginia
$21K 396 – –
VIA
369
Vantage Investment Advisors
Pennsylvania
$20K 395 – –
RNS
370
Robert N. Shapiro
$17K 340 – –
HCP
371
Holt Capital Partners
Texas
$16K 310 – –
GAM
372
Gemmer Asset Management
California
$16K 309 – –
GSC
373
Ground Swell Capital
South Carolina
$16K 308 +308 New
WT
374
Whittier Trust
California
$15K 300 – –
BBHC
375
Brown Brothers Harriman & Co
New York
$14K 270 – –
13 14
15
16 17