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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 %
FAF
151
Fjarde Ap-fonden
Sweden
$3.66M 70,423 -3,061 -4%
Korea Investment Corp
152
Korea Investment Corp
South Korea
$3.65M 70,200 -20,500 -23%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$3.49M 65,979 -1,510 -2%
AP
154
AHL Partners
United Kingdom
$3.47M 66,710 +7,209 +12%
EIM
155
ExxonMobil Investment Management
Texas
$3.34M 64,388 -2,590 -4%
CCMH
156
Cornerstone Capital Management Holdings
New York
$3.28M 63,059 +1,981 +3%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$3.17M 61,097 +29,574 +94%
MSA
158
Mason Street Advisors
Wisconsin
$3.1M 59,650 -3,750 -6%
US Bancorp
159
US Bancorp
Minnesota
$3.08M 59,357 -9,784 -14%
MAM
160
Martingale Asset Management
Massachusetts
$3.05M 58,773 +165 +0.3%
KAM
161
Keeley Asset Management
Illinois
$3.04M 58,600 +19,920 +51%
CNB
162
City National Bank
California
$2.97M 57,076 +13,838 +32%
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$2.96M 56,952 – –
SHA
164
Smith Hayes Advisers
Nebraska
$2.91M 56,020 +1,328 +2%
CSS
165
Cubist Systematic Strategies
Connecticut
$2.75M 53,024 +41,942 +378%
HW
166
Hancock Whitney
Mississippi
$2.72M 52,334 -2,300 -4%
AAF
167
Andra AP-fonden
Sweden
$2.64M 50,800 +21,000 +70%
URS
168
Utah Retirement Systems
Utah
$2.64M 50,778 – –
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M 49,832 -297 -0.6%
RG
170
Renaissance Group
Kentucky
$2.58M 49,716 -196 -0.4%
MHI
171
Miller Howard Investments
New York
$2.57M 49,498 -1,849 -4%
MNA
172
Manning & Napier Advisors
New York
$2.53M 48,720 +2,540 +6%
BCM
173
BTC Capital Management
Iowa
$2.51M 48,293 -797 -2%
Calamos Advisors
174
Calamos Advisors
Illinois
$2.5M 48,049 +249 +0.5%
JIM
175
Jupiter Investment Management
United Kingdom
$2.28M 43,826 – –
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