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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 %
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$23.5M 451,849 -630,335 -58%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$23.2M 447,060 -800 -0.2%
Invesco
53
Invesco
Georgia
$23.1M 445,265 +40,670 +10%
ACM
54
Argent Capital Management
Missouri
$22.4M 431,916 +53,416 +14%
GIA
55
Gateway Investment Advisers
Ohio
$21.7M 416,987 +111,572 +37%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$21.3M 411,008 -12,503 -3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$21.1M 405,446 -51,553 -11%
MTB
58
Mizuho Trust & Banking
Japan
$20.7M 398,952 +8,573 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$20M 385,002 +51,056 +15%
Axa
60
Axa
France
$19.2M 370,200 -468,800 -56%
LSV Asset Management
61
LSV Asset Management
Illinois
$19M 366,000 -36,400 -9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$18.8M 362,148 +16,815 +5%
Two Sigma Investments
63
Two Sigma Investments
New York
$18.7M 359,883 -93,923 -21%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$18.4M 355,019 -3,662 -1%
BJ
65
BlackRock Japan
Japan
$17.9M 345,338 +27,232 +9%
NFA
66
Nationwide Fund Advisors
Ohio
$17.9M 343,858 +13,473 +4%
Wells Fargo
67
Wells Fargo
California
$17.4M 334,731 +69,283 +26%
APG Asset Management
68
APG Asset Management
Netherlands
$16.4M 316,092 -20,907 -6%
NSAM
69
North Star Asset Management
Wisconsin
$16M 308,145 +2,236 +0.7%
ACI
70
AMP Capital Investors
Australia
$15.9M 301,095 +16,800 +6%
DCM
71
Decatur Capital Management
Georgia
$15.4M 296,070 +12,770 +5%
First Trust Advisors
72
First Trust Advisors
Illinois
$15M 289,617 +88,588 +44%
JHIU
73
Janus Henderson Investors US
Colorado
$14.6M 280,315 +88,605 +46%
UBS Group
74
UBS Group
Switzerland
$14.5M 278,732 +278,732 New
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$14.3M 274,600 -67,460 -20%
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