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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 %
Axa
51
Axa
France
$23.2M 451,200 +81,000 +22%
Swiss National Bank
52
Swiss National Bank
Switzerland
$22.9M 446,563 +174,200 +64%
ACM
53
Argent Capital Management
Missouri
$22.7M 442,068 +10,152 +2%
Invesco
54
Invesco
Georgia
$22.2M 432,640 -12,625 -3%
GIA
55
Gateway Investment Advisers
Ohio
$21.4M 416,690 -297 -0.1%
MTB
56
Mizuho Trust & Banking
Japan
$21.4M 415,819 +16,867 +4%
Wells Fargo
57
Wells Fargo
California
$20.6M 400,616 +65,885 +20%
HA
58
Heartland Advisors
Wisconsin
$19.7M 382,651 -247,667 -39%
LSV Asset Management
59
LSV Asset Management
Illinois
$19.6M 381,000 +15,000 +4%
Allianz Asset Management
60
Allianz Asset Management
Germany
$19.5M 380,425 +18,277 +5%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$18.4M 357,594 -53,414 -13%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$18.2M 355,020 +80,420 +29%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$18M 350,499 -4,520 -1%
NFA
64
Nationwide Fund Advisors
Ohio
$18M 349,878 +6,020 +2%
BJ
65
BlackRock Japan
Japan
$17.1M 333,385 -11,953 -3%
American Century Companies
66
American Century Companies
Missouri
$16.2M 315,830 +60,777 +24%
NSAM
67
North Star Asset Management
Wisconsin
$15.7M 305,435 -2,710 -0.9%
DCM
68
Decatur Capital Management
Georgia
$15.7M 304,995 +8,925 +3%
Nomura Asset Management
69
Nomura Asset Management
Japan
$15.6M 303,890 +225,820 +289%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$15M 292,549 -159,300 -35%
ACI
71
AMP Capital Investors
Australia
$14.8M 289,395 -11,700 -4%
Morgan Stanley
72
Morgan Stanley
New York
$14.7M 285,907 -238,605 -45%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$14M 272,338 -133,108 -33%
Aviva
74
Aviva
United Kingdom
$13.9M 269,992 +37,007 +16%
GT
75
Glenmede Trust
Pennsylvania
$13.6M 264,690 -228,267 -46%
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