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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
Fidelity Investments
Massachusetts
$345M
2
WG
Winton Group
United Kingdom
$74.5M
3
Citadel Advisors
Citadel Advisors
Florida
$59.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$915M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$427M
3
Capital Research Global Investors
Capital Research Global Investors
California
$851M
4
Millennium Management
Millennium Management
New York
$1.49M
5
Goldman Sachs
Goldman Sachs
New York
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$1.52M -$2.41M -46,893 -61%
Millennium Management
202
Millennium Management
New York
$1.49M -$46.4M -902,957 -97%
ANRIA
203
American National Registered Investment Advisor
Texas
$1.45M -$62.9K -1,224 -4%
MNBTD
204
Moody National Bank Trust Division
Texas
$1.44M +$16K +312 +1%
Asset Management One
205
Asset Management One
Japan
$1.4M – – –
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$1.4M +$129K +2,509 +10%
SAM
207
Shell Asset Management
Netherlands
$1.39M -$856K -16,666 -38%
SIM
208
Spark Investment Management
New York
$1.35M – – –
CAM
209
Capstone Asset Management
Texas
$1.35M +$21.6K +420 +2%
ARTA
210
A.R.T. Advisors
New York
$1.34M +$1.34M +26,083 New
SI
211
Stephens Inc
Arkansas
$1.33M +$1.33M +25,815 New
SAM
212
Securian Asset Management
Minnesota
$1.31M +$40.5K +788 +3%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$1.3M -$15.9K -309 -1%
LPL Financial
214
LPL Financial
California
$1.22M +$520K +10,198 +74%
Stifel Financial
215
Stifel Financial
Missouri
$1.21M +$594K +11,561 +96%
OA
216
OFI Advisors
Pennsylvania
$1.21M +$112K +2,188 +10%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$1.19M -$89.4K -1,741 -7%
ERSOT
218
Employees Retirement System of Texas
Texas
$1.18M – – –
CCM
219
Canal Capital Management
Virginia
$1.17M +$1.17M +22,699 New
AC
220
Allstate Corporation
Illinois
$1.14M -$435K -8,477 -28%
OI
221
Oakbrook Investments
Illinois
$1.13M +$1.13M +22,000 New
PAM
222
Panagora Asset Management
Massachusetts
$1.1M +$373K +7,267 +52%
SEI Investments
223
SEI Investments
Pennsylvania
$1.06M +$223K +4,355 +27%
DC
224
Deere & Company
Illinois
$1.03M – – –
Nuveen Asset Management
225
Nuveen Asset Management
Illinois
$1.02M -$38.1K -742 -4%
7 8
9
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