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Principal Financial Group
PFG

Overview Fund Activity

390 hedge funds and large institutions have $8.74B invested in Principal Financial Group in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 144 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
11.27%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
47
Increased
128
Reduced
144
Closed
36
Calls
$9.11M
Puts
$7.03M
Net Calls
+$2.08M
Net Calls Change
-$359K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$132M
2
Capital International Investors
2
Capital International Investors
California
$43.5M
3
JHIU
3
Janus Henderson Investors US
Colorado
$102M
4
PRCM
4
Pine River Capital Management
Minnesota
$30.7M
5
WCM
5
Winton Capital Management
United Kingdom
$50.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$46.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$5.34M
3
Axa
3
Axa
France
$35.5M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$901M
5
State Street
5
State Street
Massachusetts
$556M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$43.5M 945,000 +945,000 New
NA
27
Navellier & Associates
Nevada
$43.2M 939,525 -53,933 -5%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$40.4M 878,550 – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$38.9M 859,067 -60,233 -7%
Charles Schwab
30
Charles Schwab
California
$36M 782,587 +17,493 +2%
Axa
31
Axa
France
$35.5M 772,410 -1,073,720 -58%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$34.1M 741,455 -15,055 -2%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$31.8M 691,793 +178,088 +35%
Prudential Financial
34
Prudential Financial
New Jersey
$31.3M 681,326 +44,700 +7%
PRCM
35
Pine River Capital Management
Minnesota
$30.7M 666,705 +666,705 New
WCM
36
Wedge Capital Management
North Carolina
$29.6M 643,450 +18,575 +3%
HA
37
Heartland Advisors
Wisconsin
$28.6M 621,641 -2,056 -0.3%
Deutsche Bank
38
Deutsche Bank
Germany
$27.6M 600,636 -271,280 -31%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$27.5M 597,814 -1,720 -0.3%
CS
40
Credit Suisse
Switzerland
$27M 586,853 -25,212 -4%
PPA
41
Parametric Portfolio Associates
Washington
$26M 564,707 -53,345 -9%
BIM
42
BlackRock Investment Management
Delaware
$25.7M 558,143 +16,676 +3%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$25.3M 550,473 -27,881 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$25.3M 549,635 -6,339 -1%
BlackRock
45
BlackRock
New York
$25.2M 548,426 -623 -0.1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$24.5M 533,733 +2,500 +0.5%
LSV Asset Management
47
LSV Asset Management
Illinois
$20M 433,900 -22,100 -5%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$19.9M 433,608 -32,656 -7%
Morgan Stanley
49
Morgan Stanley
New York
$19.5M 423,765 -266,174 -39%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$19.5M 423,730 -266,518 -39%
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