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Principal Financial Group
PFG

Overview Fund Activity

431 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 147 reducing their positions, and 30 closing their positions.

Holders
431
Holders Change
+14
Holders Change %
+3.36%
% of All Funds
11.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
52
Increased
150
Reduced
147
Closed
30
Calls
$7.28M
Puts
$6.52M
Net Calls
+$758K
Net Calls Change
+$2.59M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$871M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$272M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$71.6M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$43.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$910M
2
Bank of America
2
Bank of America
North Carolina
$89.3M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$23.5M
4
WG
4
Winton Group
United Kingdom
$5.85M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$48.4M 931,872 +200,563 +27%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$45.1M 868,325 -89,023 -9%
Deutsche Bank
28
Deutsche Bank
Germany
$44.2M 850,958 -13,813 -2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$43.6M 839,603 +770,903 +1,122%
CS
30
Credit Suisse
Switzerland
$42.9M 825,891 -211,832 -20%
Charles Schwab
31
Charles Schwab
California
$41.7M 803,562 +43,651 +6%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$39.6M 811,067 -6,600 -0.8%
Norges Bank
33
Norges Bank
Norway
$38.9M 748,813 +100,096 +15%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$37.1M 701,095 -10,874 -2%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$34.6M 665,249 +106,875 +19%
WCM
36
Wedge Capital Management
North Carolina
$33.6M 647,600 +16,800 +3%
Prudential Financial
37
Prudential Financial
New Jersey
$33.2M 638,726 -20,300 -3%
HA
38
Heartland Advisors
Wisconsin
$32.7M 630,318 +1,394 +0.2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$32M 615,205 -85,250 -12%
BlackRock
40
BlackRock
New York
$31.6M 609,113 +41,724 +7%
GC
41
Guggenheim Capital
Illinois
$31M 596,012 +151,229 +34%
BIM
42
BlackRock Investment Management
Delaware
$30.7M 590,280 +10,568 +2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$29.4M 565,578 +5,300 +0.9%
AllianceBernstein
44
AllianceBernstein
Tennessee
$28.5M 547,980 -6,243 -1%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$28.3M 544,020 -113,118 -17%
Morgan Stanley
46
Morgan Stanley
New York
$27.2M 524,512 +311,198 +146%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$26.9M 517,512 -3,521 -0.7%
PPA
48
Parametric Portfolio Associates
Washington
$26.5M 510,788 -42,639 -8%
GT
49
Glenmede Trust
Pennsylvania
$25.6M 492,957 +60,615 +14%
Credit Agricole
50
Credit Agricole
France
$25.6M 509,248 -137,724 -21%
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