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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 %
LBC
126
Lowe Brockenbrough & Co
Virginia
$5.12M 99,727 +8,965 +10%
Franklin Resources
127
Franklin Resources
California
$5.1M 99,300 +15,000 +18%
SCM
128
Stevens Capital Management
Pennsylvania
$5.08M 98,821 -76,413 -44%
TSU
129
TD Securities (USA)
New York
$5.05M 98,260 -5,449 -5%
PA
130
Pinnacle Associates
New York
$4.98M 96,934 +3,370 +4%
Public Sector Pension Investment Board (PSP Investments)
131
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.86M 94,610 +2,632 +3%
EIA
132
Edgemoor Investment Advisors
Maryland
$4.48M 87,196 -23 -0%
IG
133
ING Group
Netherlands
$4.4M 85,705 -22,866 -21%
AAM
134
Aberdeen Asset Management
United Kingdom
$4.38M 85,237 -3,838 -4%
GIBU
135
Gulf International Bank (UK)
United Kingdom
$4.27M 83,026 – –
ISB
136
Iowa State Bank
Iowa
$4.23M 82,357 -245 -0.3%
DA
137
Denali Advisors
California
$4.19M 81,500 -2,300 -3%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$4.18M 81,444 +20,347 +33%
WBC
139
Westpac Banking Corp
Australia
$4.1M 77,709 +58,200 +298%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$4.02M 78,229 -149,862 -66%
USAA
141
United Services Automobile Association
Texas
$4M 77,766 +3,568 +5%
DADC
142
D.A. Davidson & Co
Montana
$3.97M 77,307 +924 +1%
TG
143
TCW Group
California
$3.96M 77,050 +600 +0.8%
CNB
144
City National Bank
California
$3.91M 76,142 +19,066 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.86M 75,200 +4,600 +7%
DILH
146
Dai-ichi Life Holdings
Japan
$3.84M 74,760 – –
IRF
147
IBM Retirement Fund
New York
$3.72M 72,490 -123 -0.2%
HIMCH
148
Hartford Investment Management Co (HIMCO)
Connecticut
$3.71M 72,249 -4,053 -5%
Renaissance Technologies
149
Renaissance Technologies
New York
$3.66M 71,300 +71,300 New
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$3.65M 71,067 +236 +0.3%
4 5
6
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