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Principal Financial Group
PFG

Overview Fund Activity

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.21%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M

Top Buyers

1
NA
1
Navellier & Associates
Nevada
$49M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$969M
3
Axa
3
Axa
France
$91M
4
JHIU
4
Janus Henderson Investors US
Colorado
$75M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.01B

Top Sellers

1
AGA
1
Altrinsic Global Advisors
Connecticut
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$621M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$460M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
KCPG
376
Kavar Capital Partners Group
Kansas
$7K 143 +143 New
HI
377
Hudock Inc
Pennsylvania
$6K 117 +117 New
UB
378
UMB Bank
Missouri
$5.24K 106,224 +987 +0.9%
FWM
379
Focused Wealth Management
New York
$5K 110 -110 -50%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$5K 100 – –
WA
381
WealthTrust-Arizona
Arizona
$5K 100 – –
RFA
382
Reilly Financial Advisors
California
$4K 83 – –
WA
383
WFG Advisors
Texas
$4K 80 +80 New
WAM
384
Wolverine Asset Management
Illinois
$4K 100 +100 New
CAW
385
Cornerstone Advisors (Washington)
Washington
$1K 29 – –
ACM
386
Aviance Capital Management
Florida
$1K 12 – –
AGA
387
Altrinsic Global Advisors
Connecticut
– – -2,402,406 Closed
CCM
388
Cadence Capital Management
Massachusetts
– – -89,307 Closed
PP
389
PDT Partners
New York
– – -51,047 Closed
AI
390
Analytic Investors
California
– – -32,576 Closed
FCBT
391
First Citizens Bank & Trust
North Carolina
– – -27,641 Closed
CIBC World Market
392
CIBC World Market
Ontario, Canada
– – -8,971 Closed
HCMNY
393
Howard Capital Management (New York)
New York
– – -6,819 Closed
RIM
394
Regent Investment Management
Kentucky
– – -5,800 Closed
ECM
395
Everence Capital Management
Indiana
– – -5,342 Closed
GH
396
GAM Holding
Switzerland
– – -5,100 Closed
TAS
397
TIFF Advisory Services
Pennsylvania
– – -2,500 Closed
Parallax Volatility Advisers
398
Parallax Volatility Advisers
California
– – -2,215 Closed
FBC
399
Fairfield, Bush & Co
Connecticut
– – -1,850 Closed
Bessemer Group
400
Bessemer Group
New Jersey
– – -1,010 Closed
13 14 15
16
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