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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 %
Calamos Advisors
176
Calamos Advisors
Illinois
$2.05M 47,800 – –
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$1.98M 46,300 -4,900 -10%
CIM
178
CenturyLink Investment Management
Colorado
$1.86M 43,336 -5,429 -11%
ARC
179
Absolute Return Capital
Massachusetts
$1.78M 41,586 -130,287 -76%
Asset Management One
180
Asset Management One
Japan
$1.77M 41,010 +4,006 +11%
MA
181
Montag & Associates
Georgia
$1.75M 40,900 – –
B
182
Barings
North Carolina
$1.74M 40,664 -900 -2%
ERSOT
183
Employees Retirement System of Texas
Texas
$1.71M 40,000 – –
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$1.61M 37,528 -2,682 -7%
SMDAM
185
Sumitomo Mitsui DS Asset Management
Japan
$1.56M 36,437 +32 +0.1%
CBB
186
Citizens Business Bank
California
$1.5M 35,000 +35,000 New
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$1.5M 34,943 +394 +1%
SFP
188
Santa Fe Partners
New Mexico
$1.5M 34,954 +34,954 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$1.49M 34,745 +8,327 +32%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$1.43M 33,428 -3,440 -9%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$1.42M 33,259 +25,543 +331%
MIU
192
Man Investments (UK)
United Kingdom
$1.4M 32,772 +32,772 New
AI
193
Analytic Investors
California
$1.4M 32,576 +32,576 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1.31M 30,618 -2,199 -7%
SCM
195
Shelton Capital Management
Colorado
$1.29M 30,191 – –
ANRIA
196
American National Registered Investment Advisor
Texas
$1.28M 29,765 -1,040 -3%
MOACM
197
Mutual of America Capital Management
New York
$1.24M 28,831 -102 -0.4%
TMAM
198
Tokio Marine Asset Management
Japan
$1.23M 28,793 -1,818 -6%
RGI
199
River Global Investors
United Kingdom
$1.21M 28,287 -11,713 -29%
MNBTD
200
Moody National Bank Trust Division
Texas
$1.2M 28,035 -1,040 -4%
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