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Principal Financial Group
PFG

Overview Fund Activity

417 hedge funds and large institutions have $10.4B invested in Principal Financial Group in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 149 reducing their positions, and 26 closing their positions.

Holders
417
Holders Change
+18
Holders Change %
+4.51%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
47
Increased
139
Reduced
149
Closed
26
Calls
$8.28M
Puts
$10.1M
Net Calls
-$1.83M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$110M
3
Millennium Management
3
Millennium Management
New York
$38.4M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$56.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.09B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
JHIU
3
Janus Henderson Investors US
Colorado
$10.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$516M
5
Goldman Sachs
5
Goldman Sachs
New York
$293M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B 20,868,854 +535,148 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.03B 19,587,600 – –
NLI
3
Nippon Life Insurance
Japan
$952M 18,137,000 – –
Wellington Management Group
4
Wellington Management Group
Massachusetts
$801M 15,269,995 +480,388 +3%
State Street
5
State Street
Massachusetts
$639M 12,185,599 +250,925 +2%
Harris Associates
6
Harris Associates
Illinois
$536M 10,221,977 +77,966 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$516M 9,840,490 -724,970 -7%
Northern Trust
8
Northern Trust
Illinois
$406M 7,737,120 -188,031 -2%
BIT
9
BlackRock Institutional Trust
California
$381M 7,265,120 -5,643 -0.1%
Goldman Sachs
10
Goldman Sachs
New York
$293M 5,576,170 -645,290 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$211M 4,019,174 +3,071,151 +324%
BFA
12
BlackRock Fund Advisors
California
$201M 3,838,865 +87,834 +2%
MPI
13
Mairs & Power Inc
Minnesota
$151M 2,884,947 -7,774 -0.3%
Bank of America
14
Bank of America
North Carolina
$124M 2,361,068 +168,642 +8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$110M 2,092,985 +1,972,171 +1,632%
BG
16
BlackRock Group
United Kingdom
$107M 2,046,553 +9,317 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$106M 2,015,745 -19,751 -1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$89.4M 1,703,257 +450,515 +36%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$88.1M 1,679,594 +52,415 +3%
Ameriprise
20
Ameriprise
Minnesota
$81.5M 1,553,606 -10,033 -0.6%
TCIM
21
TIAA CREF Investment Management
New York
$77.5M 1,476,102 -49,589 -3%
TA
22
Teachers Advisors
New York
$70.1M 1,335,299 +51,869 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$62M 1,182,259 -146,480 -11%
UBS AM
24
UBS AM
Illinois
$58M 1,105,866 -21,188 -2%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$56.8M 1,082,184 +666,714 +160%
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