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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 %
National Pension Service
126
National Pension Service
South Korea
$5.32M 102,364 -14,213 -12%
DWT
127
Dorsey & Whitney Trust
South Dakota
$5.13M 98,824 -225 -0.2%
PA
128
Pinnacle Associates
New York
$4.86M 93,564 -1,911 -2%
Public Sector Pension Investment Board (PSP Investments)
129
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.78M 91,978 -8,800 -9%
LBC
130
Lowe Brockenbrough & Co
Virginia
$4.71M 90,762 -1,275 -1%
AAM
131
Aberdeen Asset Management
United Kingdom
$4.63M 89,075 -29,963 -25%
EIA
132
Edgemoor Investment Advisors
Maryland
$4.55M 87,219 -8 -0%
Franklin Resources
133
Franklin Resources
California
$4.38M 84,300 +37,200 +79%
DA
134
Denali Advisors
California
$4.35M 83,800 -1,900 -2%
GIBU
135
Gulf International Bank (UK)
United Kingdom
$4.31M 83,026 +1,690 +2%
ISB
136
Iowa State Bank
Iowa
$4.29M 82,602 +9,077 +12%
CCM
137
Cadence Capital Management
Massachusetts
$4.18M 80,474 -2,207 -3%
AQR Capital Management
138
AQR Capital Management
Connecticut
$4.17M 80,265 +33,971 +73%
NCCM
139
Nine Chapters Capital Management
New Jersey
$4.12M 79,300 +79,300 New
TG
140
TCW Group
California
$3.97M 76,450 -57,450 -43%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$3.97M 76,387 +37,377 +96%
DADC
142
D.A. Davidson & Co
Montana
$3.97M 76,383 -2,850 -4%
Nomura Asset Management
143
Nomura Asset Management
Japan
$3.97M 78,070 +35,080 +82%
HIMCH
144
Hartford Investment Management Co (HIMCO)
Connecticut
$3.96M 76,302 +2,914 +4%
DILH
145
Dai-ichi Life Holdings
Japan
$3.88M 74,760 -1,633 -2%
USAA
146
United Services Automobile Association
Texas
$3.85M 74,198 +101 +0.1%
IRF
147
IBM Retirement Fund
New York
$3.77M 72,613 +3,334 +5%
TAM
148
Tealwood Asset Management
Minnesota
$3.69M 70,989 -1,945 -3%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$3.68M 70,831 -4,487 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
150
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.67M 70,600 -9,700 -12%
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