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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 %
AWM
401
Avior Wealth Management
Nebraska
$11K 210 – –
M
402
MOTCO
Texas
$10K 184 – –
BFEC
403
Benjamin F. Edwards & Company
Missouri
$10K 185 +85 +85%
CTB
404
Country Trust Bank
Illinois
$9.65K 184 – –
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$9.13K 174 – –
WTB
406
Washington Trust Bank
Washington
$9K 168 – –
SJIM
407
St. Johns Investment Management
Florida
$8K 145 – –
WF
408
WealthTrust Fairport
Ohio
$8K 159 +10 +7%
TFO
409
Tarbox Family Office
California
$8K 147 +27 +23%
WTC
410
WhitTier Trust Company
Nevada
$7K 127 +127 New
FWM
411
Focused Wealth Management
New York
$6K 110 – –
HI
412
Hudock Inc
Pennsylvania
$6K 117 – –
JWA
413
JFS Wealth Advisors
Pennsylvania
$6K 121 – –
HCM
414
Horrell Capital Management
Arkansas
$5K 100 – –
RFA
415
Reilly Financial Advisors
California
$4K 83 – –
CAW
416
Cornerstone Advisors (Washington)
Washington
$3K 63 -10 -14%
JT
417
Jump Trading
Illinois
$3K 50 +50 New
UB
418
UMB Bank
Missouri
$1.59K 30,367 -1,285 -4%
Viking Global Investors
419
Viking Global Investors
Connecticut
– – -1,142,537 Closed
OI
420
Oakbrook Investments
Illinois
– – -90,600 Closed
NCCM
421
Nine Chapters Capital Management
New Jersey
– – -67,700 Closed
ARTA
422
A.R.T. Advisors
New York
– – -66,603 Closed
FAAM
423
First Allied Asset Management
California
– – -62,300 Closed
HNB
424
Huntington National Bank
Ohio
– – -48,892 Closed
ARC
425
Absolute Return Capital
Massachusetts
– – -47,273 Closed
14 15 16
17
18