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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 %
TAM
376
Tocqueville Asset Management
New York
$13K 255 +8 +3%
WCMN
377
Westchester Capital Management (Nebraska)
Nebraska
$13K 265 +265 New
ACS
378
Archford Capital Strategies
Illinois
$11.4K 226 – –
SA
379
SRH Advisors
Kansas
$11K 211 – –
CFA
380
Carroll Financial Associates
North Carolina
$11K 222 – –
OSNBOA
381
Old Second National Bank of Aurora
Illinois
$11K 218 – –
AWM
382
Avior Wealth Management
Nebraska
$11K 210 +210 New
SNT
383
Security National Trust
West Virginia
$11K 226 +226 New
CTB
384
Country Trust Bank
Illinois
$9.29K 184 +184 New
M
385
MOTCO
Texas
$9K 184 – –
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$8.78K 174 – –
WTB
387
Washington Trust Bank
Washington
$8K 168 – –
WF
388
WealthTrust Fairport
Ohio
$8K 149 +149 New
SJIM
389
St. Johns Investment Management
Florida
$7K 145 – –
TFO
390
Tarbox Family Office
California
$6K 120 – –
HI
391
Hudock Inc
Pennsylvania
$6K 117 – –
FWM
392
Focused Wealth Management
New York
$6K 110 – –
JWA
393
JFS Wealth Advisors
Pennsylvania
$6K 121 +121 New
HCM
394
Horrell Capital Management
Arkansas
$5K 100 – –
BFEC
395
Benjamin F. Edwards & Company
Missouri
$5K 100 – –
RFA
396
Reilly Financial Advisors
California
$4K 83 – –
CAW
397
Cornerstone Advisors (Washington)
Washington
$4K 73 +34 +87%
IC
398
IKOS CIF
Cyprus
$2K 38 +38 New
WA
399
WealthTrust-Arizona
Arizona
$1K 12 -78 -87%
Capital International Investors
400
Capital International Investors
California
– – -945,000 Closed
14 15
16
17 18