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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$2.38M +$1.19M +23,137 +100%
ATIA
177
American Trust Investment Advisors
New Hampshire
$2.36M +$324K +6,315 +16%
KP
178
Keel Point
Alabama
$2.28M +$2.28M +44,287 New
LMGAM
179
Liberty Mutual Group Asset Management
Massachusetts
$2.21M +$66K +1,284 +3%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$2.17M -$10.3K -200 -0.5%
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M – – –
B
182
Barings
North Carolina
$2.13M – – –
MA
183
Montag & Associates
Georgia
$2.11M – – –
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$2.01M -$124K -2,422 -6%
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.91M -$305K -5,936 -14%
CB
186
Commerce Bank
Missouri
$1.86M +$15.4K +300 +0.8%
CA
187
Commerzbank Aktiengesellschaft
Germany
$1.84M -$367K -7,145 -17%
GH
188
GAM Holding
Switzerland
$1.82M -$218K -4,234 -11%
MSA
189
Mason Street Advisors
Wisconsin
$1.81M -$1.26M -24,425 -41%
QI
190
Quotient Investors
New York
$1.77M – – –
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$1.77M +$15.4K +300 +0.9%
KBC Group
192
KBC Group
Belgium
$1.74M -$22.5K -437 -1%
BCP
193
Blue Chip Partners
Michigan
$1.73M +$27.4K +534 +2%
PLFAM
194
Pineno Levin & Ford Asset Management
Virginia
$1.64M +$1.64M +31,978 New
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$1.63M -$71.9K -1,400 -4%
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.61M -$948K -18,453 -37%
LS
197
Livforsakringsbolaget Skandia
Sweden
$1.61M +$447K +8,700 +38%
WAM
198
World Asset Management
Michigan
$1.6M -$4.62K -90 -0.3%
SCM
199
Shelton Capital Management
Colorado
$1.57M – – –
MOACM
200
Mutual of America Capital Management
New York
$1.53M +$10.4K +203 +0.7%
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