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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 %
Nomura Holdings
201
Nomura Holdings
Japan
$1.61M 32,706 -36,275 -53%
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$1.59M 32,220 -4,217 -12%
LMGAM
203
Liberty Mutual Group Asset Management
Massachusetts
$1.56M 31,587 +15,054 +91%
KBC Group
204
KBC Group
Belgium
$1.53M 31,025 -21,450 -41%
SCM
205
Shelton Capital Management
Colorado
$1.49M 30,191 – –
ANRIA
206
American National Registered Investment Advisor
Texas
$1.46M 29,655 -110 -0.4%
MOACM
207
Mutual of America Capital Management
New York
$1.46M 29,630 +799 +3%
RFC
208
Russell Frank Company
Washington
$1.4M 32,128 +6,414 +25%
Nuveen Asset Management
209
Nuveen Asset Management
Illinois
$1.39M 28,079 +6,497 +30%
MNBTD
210
Moody National Bank Trust Division
Texas
$1.38M 27,925 -110 -0.4%
CAM
211
Capstone Asset Management
Texas
$1.36M 27,573 -28,468 -51%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$1.34M 27,198 -3,420 -11%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$1.34M 27,087 +2,061 +8%
AAM
214
Aberdeen Asset Management
United Kingdom
$1.31M 26,700 – –
TMAM
215
Tokio Marine Asset Management
Japan
$1.28M 26,044 -2,749 -10%
SAM
216
Securian Asset Management
Minnesota
$1.21M 24,463 -31 -0.1%
SCM
217
Sterling Capital Management
North Carolina
$1.19M 24,046 +562 +2%
HT
218
HAP Trading
New York
$1.16M 23,558 +23,558 New
MIU
219
Man Investments (UK)
United Kingdom
$1.15M 23,274 -9,498 -29%
SHA
220
Smith Hayes Advisers
Nebraska
$1.12M 22,760 – –
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$1.12M 22,740 -10,688 -32%
KRS
222
Kentucky Retirement Systems
Kentucky
$1.12M 22,602 -136 -0.6%
T
223
TradeWorx
New Jersey
$1.1M 22,294 +1,955 +10%
QT
224
Quantbot Technologies
New York
$1.1M 22,236 +22,236 New
NG
225
NatWest Group
United Kingdom
$1.09M 22,047 +4,347 +25%
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