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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 %
SAM
176
Shell Asset Management
Netherlands
$2.27M 43,732 -4,100 -9%
OTPPB
177
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.24M 43,116 -5,998 -12%
CA
178
Commerzbank Aktiengesellschaft
Germany
$2.23M 42,882 -66,194 -61%
D.E. Shaw & Co
179
D.E. Shaw & Co
New York
$2.23M 42,855 +42,855 New
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$2.2M 42,395 +67 +0.2%
LMGAM
181
Liberty Mutual Group Asset Management
Massachusetts
$2.17M 41,716 +3,410 +9%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$2.16M 41,600 -2,100 -5%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$2.15M 41,489 -5,595 -12%
B
184
Barings
North Carolina
$2.15M 41,364 – –
MA
185
Montag & Associates
Georgia
$2.14M 41,100 -300 -0.7%
Citadel Advisors
186
Citadel Advisors
Florida
$2.08M 40,102 +18,092 +82%
GH
187
GAM Holding
Switzerland
$2.06M 39,735 -20,579 -34%
ATIA
188
American Trust Investment Advisors
New Hampshire
$2.06M 39,655 +39,655 New
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$2.04M 39,178 -3,084 -7%
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$1.94M 37,300 -120,400 -76%
CB
191
Commerce Bank
Missouri
$1.87M 35,982 +25,570 +246%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$1.86M 35,738 -1,068 -3%
SFP
193
Santa Fe Partners
New Mexico
$1.8M 34,631 +34,631 New
QI
194
Quotient Investors
New York
$1.79M 34,500 +1,700 +5%
KBC Group
195
KBC Group
Belgium
$1.78M 34,238 +10,909 +47%
GCA
196
Gideon Capital Advisors
New York
$1.77M 34,156 +34,156 New
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$1.77M 34,100 +27,650 +429%
BCP
198
Blue Chip Partners
Michigan
$1.72M 33,119 +33,119 New
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$1.72M 33,104 -3,400 -9%
Nomura Holdings
200
Nomura Holdings
Japan
$1.68M 32,359 +23,325 +258%
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