PFG icon

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 %
FCBT
201
First Citizens Bank & Trust
North Carolina
$1.18M 27,641 -46 -0.2%
AAM
202
Aberdeen Asset Management
United Kingdom
$1.14M 26,700 -900 -3%
RFC
203
Russell Frank Company
Washington
$1.1M 25,714 -16,755 -39%
NCCM
204
Nine Chapters Capital Management
New Jersey
$1.09M 25,400 +25,400 New
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$1.07M 25,026 +10,895 +77%
BF
206
BOK Financial
Oklahoma
$1.07M 24,870 +3,327 +15%
SAM
207
Securian Asset Management
Minnesota
$1.05M 24,494 -143 -0.6%
SCM
208
Sterling Capital Management
North Carolina
$1.01M 23,484 +23,484 New
LMF
209
LMR Master Fund
Cayman Islands
$996K 23,257 -24,486 -51%
Jane Street
210
Jane Street
New York
$981K 22,900 -38,586 -63%
STC
211
SEI Trust Company
Pennsylvania
$981K 22,900 +8,100 +55%
SHA
212
Smith Hayes Advisers
Nebraska
$975K 22,760 +306 +1%
KRS
213
Kentucky Retirement Systems
Kentucky
$974K 22,738 +22,738 New
Nuveen Asset Management
214
Nuveen Asset Management
Illinois
$924K 21,582 – –
BWP
215
Baldwin Wealth Partners
Massachusetts
$886K 20,702 +20,702 New
WBC
216
Westpac Banking Corp
Australia
$885K 20,663 -61,059 -75%
T
217
TradeWorx
New Jersey
$871K 20,339 -5,586 -22%
RFC
218
Regions Financial Corp
Alabama
$813K 18,988 -1,100 -5%
SB
219
Suntrust Banks
Georgia
$810K 18,931 -587 -3%
OA
220
OFI Advisors
Pennsylvania
$766K 17,895 -1,717 -9%
NG
221
NatWest Group
United Kingdom
$758K 17,700 -318 -2%
BT
222
Bankers Trust
Iowa
$754K 17,618 -149 -0.8%
DnB Asset Management
223
DnB Asset Management
Norway
$737K 17,214 +5,400 +46%
CAM
224
Carret Asset Management
New York
$720K 16,808 -850 -5%
LMGAM
225
Liberty Mutual Group Asset Management
Massachusetts
$708K 16,533 +3,381 +26%
7 8
9
10 11