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Principal Financial Group
PFG

Overview Fund Activity

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.21%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M

Top Buyers

1
NA
1
Navellier & Associates
Nevada
$49M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$969M
3
Axa
3
Axa
France
$91M
4
JHIU
4
Janus Henderson Investors US
Colorado
$75M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.01B

Top Sellers

1
AGA
1
Altrinsic Global Advisors
Connecticut
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$621M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$460M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$2.54M 51,473 -8,749 -15%
SAM
177
Shell Asset Management
Netherlands
$2.42M 48,967 -33,047 -40%
Nomura Asset Management
178
Nomura Asset Management
Japan
$2.4M 48,640 +350 +0.7%
Calamos Advisors
179
Calamos Advisors
Illinois
$2.36M 47,800 – –
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$2.3M 46,600 -161,200 -78%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$2.29M 46,500 -150,460 -76%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M 46,300 – –
FP
183
Foundry Partners
Minnesota
$2.17M 43,912 +43,912 New
KAM
184
Kokusai Asset Management
Japan
$2.15M 43,900 -5,800 -12%
SFP
185
Santa Fe Partners
New Mexico
$2.14M 43,317 +8,363 +24%
WAM
186
World Asset Management
Michigan
$2.1M 42,646 -7,120 -14%
DCM
187
Decade Capital Management
New York
$2.08M 42,100 -146,267 -78%
MSU
188
Maple Securities USA
New Jersey
$2.07M 41,923 +41,923 New
B
189
Barings
North Carolina
$2.01M 40,664 – –
MA
190
Montag & Associates
Georgia
$1.94M 39,400 -1,500 -4%
CIM
191
CenturyLink Investment Management
Colorado
$1.93M 39,177 -4,159 -10%
RGI
192
River Global Investors
United Kingdom
$1.84M 37,324 +9,037 +32%
Asset Management One
193
Asset Management One
Japan
$1.79M 36,270 -4,740 -12%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1.76M 35,564 +819 +2%
SAM
195
Symphony Asset Management
California
$1.75M 35,414 +35,414 New
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$1.72M 34,860 +1,601 +5%
BF
197
BOK Financial
Oklahoma
$1.71M 34,636 +9,766 +39%
STC
198
SEI Trust Company
Pennsylvania
$1.67M 33,900 +11,000 +48%
PP
199
Paloma Partners
Connecticut
$1.65M 33,406 +33,406 New
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$1.61M 32,735 -2,208 -6%
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