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Principal Financial Group
PFG

Overview Fund Activity

399 hedge funds and large institutions have $9.78B invested in Principal Financial Group in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 134 reducing their positions, and 35 closing their positions.

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
11.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
47
Increased
139
Reduced
134
Closed
35
Calls
$5.79M
Puts
$8.68M
Net Calls
-$2.89M
Net Calls Change
-$4.97M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$747M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$63.2M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$57.7M
4
Norges Bank
4
Norges Bank
Norway
$53.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$533M
2
JHIU
2
Janus Henderson Investors US
Colorado
$46.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$81.3M
4
NA
4
Navellier & Associates
Nevada
$381K
5
Capital International Investors
5
Capital International Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$1.64M 32,476 -1,097 -3%
B
202
BP
United Kingdom
$1.62M 32,000 – –
MNA
203
Manning & Napier Advisors
New York
$1.61M 31,940 +31,940 New
SG Americas Securities
204
SG Americas Securities
New York
$1.61M 31,788 -92,719 -74%
UB
205
UMB Bank
Missouri
$1.6M 31,652 -3,015 -9%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$1.59M 31,523 +1,920 +6%
SCM
207
Shelton Capital Management
Colorado
$1.52M 30,191 – –
SMDAM
208
Sumitomo Mitsui DS Asset Management
Japan
$1.5M 29,759 +26 +0.1%
ANRIA
209
American National Registered Investment Advisor
Texas
$1.5M 29,655 – –
MOACM
210
Mutual of America Capital Management
New York
$1.46M 28,854 -485 -2%
IP
211
Interval Partners
New York
$1.42M 28,132 +28,132 New
MNBTD
212
Moody National Bank Trust Division
Texas
$1.41M 27,925 – –
KeyBank National Association
213
KeyBank National Association
Ohio
$1.37M 27,204 -14,103 -34%
KBC Group
214
KBC Group
Belgium
$1.35M 26,825 +7,761 +41%
BF
215
BOK Financial
Oklahoma
$1.26M 24,906 -10,633 -30%
SAM
216
Securian Asset Management
Minnesota
$1.23M 24,366 -1 -0%
AIM
217
abrdn Investment Management
United Kingdom
$1.21M 24,036 -568 -2%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$1.2M 23,768 -3,724 -14%
SCM
219
Sterling Capital Management
North Carolina
$1.19M 23,634 -412 -2%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$1.18M 23,443 -124,671 -84%
STC
221
SEI Trust Company
Pennsylvania
$1.16M 22,900 -21,300 -48%
SFP
222
Santa Fe Partners
New Mexico
$1.12M 22,094 -34,002 -61%
VIM
223
Veritas Investment Management
United Kingdom
$1.11M 22,022 +4,000 +22%
TMAM
224
Tokio Marine Asset Management
Japan
$1.09M 21,654 -3,490 -14%
BWP
225
Baldwin Wealth Partners
Massachusetts
$1.09M 21,591 +182 +0.9%
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