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Principal Financial Group
PFG

Overview Fund Activity

414 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 148 increasing their positions, 149 reducing their positions, and 45 closing their positions.

Holders
414
Holders Change
-17
Holders Change %
-3.94%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
148
Reduced
149
Closed
45
Calls
$7.94M
Puts
$3.47M
Net Calls
+$4.47M
Net Calls Change
+$3.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$345M
2
WG
2
Winton Group
United Kingdom
$74.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$915M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$3.37M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$427M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$851M
4
Millennium Management
4
Millennium Management
New York
$1.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$59.1M 1,150,982 -38,007 -3%
UBS AM
27
UBS AM
Illinois
$50.4M 980,560 -225,557 -19%
Charles Schwab
28
Charles Schwab
California
$50.3M 978,790 +175,228 +22%
Capital International Investors
29
Capital International Investors
California
$49.2M 958,000 +958,000 New
Norges Bank
30
Norges Bank
Norway
$46.4M 903,824 +155,011 +21%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$45.9M 893,441 +192,346 +27%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$44.5M 865,425 -2,900 -0.3%
JHIU
33
Janus Henderson Investors US
Colorado
$43.8M 852,278 +571,963 +204%
GC
34
Guggenheim Capital
Illinois
$42.9M 834,914 +238,902 +40%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$39.6M 811,067 – –
Deutsche Bank
36
Deutsche Bank
Germany
$38.7M 754,172 -96,786 -11%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$37.5M 730,334 +65,085 +10%
Prudential Financial
38
Prudential Financial
New Jersey
$37.3M 725,496 +86,770 +14%
WCM
39
Wedge Capital Management
North Carolina
$36.6M 712,345 +64,745 +10%
CS
40
Credit Suisse
Switzerland
$35.2M 685,727 -140,164 -17%
BlackRock
41
BlackRock
New York
$32.6M 635,328 +26,215 +4%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$31.1M 604,921 -10,284 -2%
BIM
43
BlackRock Investment Management
Delaware
$30.1M 585,351 -4,929 -0.8%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$28.6M 556,351 -9,227 -2%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$28.5M 554,907 +10,887 +2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$27.4M 534,275 -13,705 -3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$26.3M 512,651 -4,861 -0.9%
PPA
48
Parametric Portfolio Associates
Washington
$25.9M 504,975 -5,813 -1%
Credit Agricole
49
Credit Agricole
France
$23.8M 462,386 -46,862 -9%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$23.2M 451,960 +4,900 +1%
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