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Principal Financial Group
PFG

Overview Fund Activity

348 hedge funds and large institutions have $8.32B invested in Principal Financial Group in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
50
Increased
116
Reduced
131
Closed
28
Calls
$16.6M
Puts
$10.5M
Net Calls
+$6.09M
Net Calls Change
-$3.4M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$42.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$857M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$814M
5
Axa
5
Axa
France
$51.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$600M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$448M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$103M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$8.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$9.49M 221,656 +58,109 +36%
MAA
77
Managed Account Advisors
New Jersey
$9.39M 219,373 -18,753 -8%
Credit Agricole
78
Credit Agricole
France
$9.39M 219,193 +219,193 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$9.38M 219,059 +29,076 +15%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$9.24M 215,746 -16,730 -7%
PI
81
PGGM Investments
Netherlands
$9.19M 214,531 +10,773 +5%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$9M 210,281 -7,636 -4%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$8.9M 207,800 -871,455 -81%
ANI
84
American National Insurance
Texas
$8.82M 205,900 – –
QBFM
85
QS Batterymarch Financial Management
New York
$8.7M 203,109 +11,339 +6%
U
86
UBS
Switzerland
$8.61M 201,095 +36,245 +22%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$8.44M 197,199 +8,358 +4%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$8.43M 196,960 +196,960 New
Caisse de Depot et Placement du Quebec (CDPQ)
89
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.17M 190,800 +28,667 +18%
Citigroup
90
Citigroup
New York
$8.16M 190,578 -19,632 -9%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$8.13M 189,827 +19,200 +11%
DCM
92
Decade Capital Management
New York
$8.07M 188,367 +188,367 New
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$7.88M 184,100 -15,500 -8%
Federated Hermes
94
Federated Hermes
Pennsylvania
$7.73M 180,516 -12,104 -6%
NTCOC
95
Northern Trust Company of Connecticut
Connecticut
$7.66M 178,900 -2,000 -1%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$7.6M 177,502 +118,711 +202%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$7.44M 173,643 -2,134 -1%
Millennium Management
98
Millennium Management
New York
$7.11M 166,068 +166,068 New
DCM
99
Decatur Capital Management
Georgia
$7.08M 165,325 +35,375 +27%
Aviva
100
Aviva
United Kingdom
$7.04M 164,507 +24,357 +17%
2 3
4
5 6