PFG icon

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 %
NA
26
Navellier & Associates
Nevada
$49M 993,458 +984,680 +11,218%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$45.6M 919,300 -23,490 -2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$43.3M 878,550 -12,700 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$43M 871,916 -430,187 -33%
Charles Schwab
30
Charles Schwab
California
$37.7M 765,094 +4,465 +0.6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$37.2M 756,510 -94,018 -11%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$34M 690,248 -19,837 -3%
Morgan Stanley
33
Morgan Stanley
New York
$34M 689,939 -430,044 -38%
Prudential Financial
34
Prudential Financial
New Jersey
$31.4M 636,626 -49,700 -7%
WCM
35
Wedge Capital Management
North Carolina
$30.8M 624,875 -33,800 -5%
HA
36
Heartland Advisors
Wisconsin
$30.8M 623,697 +234,117 +60%
PPA
37
Parametric Portfolio Associates
Washington
$30.5M 618,052 +29,903 +5%
CS
38
Credit Suisse
Switzerland
$30.2M 612,065 +99,805 +19%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$29.6M 599,534 -12,065 -2%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$28.5M 578,354 -24,798 -4%
WCM
41
Winton Capital Management
United Kingdom
$28.3M 573,225 +281,205 +96%
AllianceBernstein
42
AllianceBernstein
Tennessee
$27.4M 555,974 -9,522 -2%
BlackRock
43
BlackRock
New York
$27.1M 549,049 +19,019 +4%
BIM
44
BlackRock Investment Management
Delaware
$26.7M 541,467 -15,764 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$26.2M 531,233 +3,600 +0.7%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$25.3M 513,705 +66,212 +15%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$23M 466,264 -3,662 -0.8%
FCAM
48
F&C Asset Management
United Kingdom
$22.6M 457,990 +6,234 +1%
LSV Asset Management
49
LSV Asset Management
Illinois
$22.5M 456,000 -61,100 -12%
LBG
50
Lloyds Banking Group
United Kingdom
$21.1M 428,793 +15,911 +4%
1
2
3 4 5