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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 %
CS
26
Credit Suisse
Switzerland
$54.4M 1,037,723 +261,570 +34%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$50.2M 957,348 +71,048 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$45.4M 864,771 +135,471 +19%
Axa
29
Axa
France
$44M 839,000 +72,270 +9%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$42.9M 817,667 -20,100 -2%
Charles Schwab
31
Charles Schwab
California
$39.9M 759,911 +5,823 +0.8%
Millennium Management
32
Millennium Management
New York
$38.4M 731,309 +731,309 New
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$37.4M 711,969 -23,201 -3%
WG
34
Winton Group
United Kingdom
$37.2M 709,167 -94,011 -12%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$36.8M 700,455 +291,790 +71%
Prudential Financial
36
Prudential Financial
New Jersey
$34.6M 659,026 -23,825 -3%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$34.5M 657,138 +89,385 +16%
Norges Bank
38
Norges Bank
Norway
$34M 648,717 -410,127 -39%
Credit Agricole
39
Credit Agricole
France
$33.9M 646,972 +417,610 +182%
WCM
40
Wedge Capital Management
North Carolina
$33.1M 630,800 -53,500 -8%
HA
41
Heartland Advisors
Wisconsin
$33M 628,924 +6,733 +1%
BIM
42
BlackRock Investment Management
Delaware
$30.4M 579,712 -2,791 -0.5%
BlackRock
43
BlackRock
New York
$29.8M 567,389 +1,062 +0.2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$29.4M 560,278 +23,045 +4%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$29.3M 558,374 -157,888 -22%
AllianceBernstein
46
AllianceBernstein
Tennessee
$29.1M 554,223 +567 +0.1%
PPA
47
Parametric Portfolio Associates
Washington
$29M 553,427 -5,648 -1%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$27.3M 521,033 -1,529 -0.3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$24M 456,999 +77,040 +20%
Two Sigma Investments
50
Two Sigma Investments
New York
$23.8M 453,806 +304,627 +204%
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