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Principal Financial Group
PFG

Overview Fund Activity

390 hedge funds and large institutions have $8.74B invested in Principal Financial Group in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 144 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
11.27%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
47
Increased
128
Reduced
144
Closed
36
Calls
$9.11M
Puts
$7.03M
Net Calls
+$2.08M
Net Calls Change
-$359K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$132M
2
Capital International Investors
2
Capital International Investors
California
$43.5M
3
JHIU
3
Janus Henderson Investors US
Colorado
$102M
4
PRCM
4
Pine River Capital Management
Minnesota
$30.7M
5
WCM
5
Winton Capital Management
United Kingdom
$50.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$46.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$5.34M
3
Axa
3
Axa
France
$35.5M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$901M
5
State Street
5
State Street
Massachusetts
$556M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$911M 19,814,825 +155,628 +0.8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$901M 19,587,600 -945,000 -5%
NLI
3
Nippon Life Insurance
Japan
$834M 18,137,000 – –
State Street
4
State Street
Massachusetts
$556M 12,092,343 -667,593 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$554M 12,046,706 -554,269 -4%
Harris Associates
6
Harris Associates
Illinois
$462M 10,036,163 +435,749 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$425M 9,249,754 -87,415 -0.9%
Northern Trust
8
Northern Trust
Illinois
$367M 7,978,846 -395,766 -5%
BIT
9
BlackRock Institutional Trust
California
$333M 7,246,032 +55,949 +0.8%
Goldman Sachs
10
Goldman Sachs
New York
$291M 6,329,203 +357,658 +6%
BFA
11
BlackRock Fund Advisors
California
$170M 3,688,194 +67,433 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$132M 2,881,055 +2,804,288 +3,653%
MPI
13
Mairs & Power Inc
Minnesota
$120M 2,610,414 -2,918 -0.1%
JHIU
14
Janus Henderson Investors US
Colorado
$102M 2,208,072 +686,700 +45%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$94.2M 2,049,238 +30,063 +1%
BG
16
BlackRock Group
United Kingdom
$91.1M 1,980,946 -8,509 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$84.7M 1,841,302 -202,511 -10%
Bank of America
18
Bank of America
North Carolina
$80.2M 1,742,827 -76,867 -4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$72.9M 1,584,837 +126,920 +9%
TCIM
20
TIAA CREF Investment Management
New York
$69.4M 1,509,671 -383,720 -20%
Legal & General Group
21
Legal & General Group
United Kingdom
$62.1M 1,350,760 -25,081 -2%
TA
22
Teachers Advisors
New York
$58.1M 1,264,357 -94,102 -7%
SI
23
Scout Investments
Missouri
$51M 1,108,666 -571,041 -34%
WCM
24
Winton Capital Management
United Kingdom
$50.3M 1,093,246 +520,021 +91%
UBS AM
25
UBS AM
Illinois
$46.9M 1,018,913 -1,732,301 -63%
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