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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 %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$47.9M 948,023 +572,967 +153%
JHIU
27
Janus Henderson Investors US
Colorado
$46.4M 919,272 -1,288,800 -58%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$44.7M 886,300 +7,750 +0.9%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$42.3M 837,767 -21,300 -2%
WG
30
Winton Group
United Kingdom
$40.5M 803,178 +803,178 New
CS
31
Credit Suisse
Switzerland
$39.2M 776,153 +189,300 +32%
Axa
32
Axa
France
$38.7M 766,730 -5,680 -0.7%
Charles Schwab
33
Charles Schwab
California
$38.1M 754,088 -28,499 -4%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$37.1M 735,170 -6,285 -0.8%
Deutsche Bank
35
Deutsche Bank
Germany
$36.8M 729,300 +128,664 +21%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$36.2M 716,262 +24,469 +4%
WCM
37
Wedge Capital Management
North Carolina
$34.5M 684,300 +40,850 +6%
Prudential Financial
38
Prudential Financial
New Jersey
$34.5M 682,851 +1,525 +0.2%
SI
39
Scout Investments
Missouri
$33.7M 667,082 -441,584 -40%
HA
40
Heartland Advisors
Wisconsin
$31.4M 622,191 +550 +0.1%
BIM
41
BlackRock Investment Management
Delaware
$29.4M 582,503 +24,360 +4%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$28.7M 567,753 -30,061 -5%
BlackRock
43
BlackRock
New York
$28.6M 566,327 +17,901 +3%
PPA
44
Parametric Portfolio Associates
Washington
$28.2M 559,075 -5,632 -1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$27.9M 553,656 +4,021 +0.7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$27.1M 537,233 +3,500 +0.7%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$26.4M 522,562 -27,911 -5%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$22.7M 449,700 +343,400 +323%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$22.6M 447,860 +27,400 +7%
Allianz Asset Management
50
Allianz Asset Management
Germany
$22.3M 442,665 +40,007 +10%
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