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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.

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
1
Fidelity Investments
Massachusetts
$345M
2
WG
2
Winton Group
United Kingdom
$74.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$915M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$3.37M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$427M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$851M
4
Millennium Management
4
Millennium Management
New York
$1.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16B 22,638,135 +1,083,827 +5%
NLI
2
Nippon Life Insurance
Japan
$932M 18,137,000 – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$915M 17,807,273 +1,045,764 +6%
Capital Research Global Investors
4
Capital Research Global Investors
California
$851M 16,564,600 -958,000 -5%
State Street
5
State Street
Massachusetts
$619M 12,053,693 -484,802 -4%
Harris Associates
6
Harris Associates
Illinois
$525M 10,215,227 -500 -0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$427M 8,313,911 -1,098,822 -12%
BIT
8
BlackRock Institutional Trust
California
$379M 7,368,744 +111,355 +2%
Northern Trust
9
Northern Trust
Illinois
$378M 7,366,603 -107,565 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$345M 6,724,111 +1,485,690 +28%
Goldman Sachs
11
Goldman Sachs
New York
$220M 4,289,932 -782,771 -15%
BFA
12
BlackRock Fund Advisors
California
$210M 4,092,724 -50,068 -1%
MPI
13
Mairs & Power Inc
Minnesota
$150M 2,923,129 +58,457 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$142M 2,772,368 +208,307 +8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$122M 2,384,134 +416,188 +21%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$111M 2,162,710 +82,557 +4%
BG
17
BlackRock Group
United Kingdom
$108M 2,110,804 -94,002 -4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$95M 1,848,383 -39,728 -2%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$82.5M 1,633,732 +794,129 +95%
Bank of America
20
Bank of America
North Carolina
$82.4M 1,604,676 -114,146 -7%
Ameriprise
21
Ameriprise
Minnesota
$80.2M 1,561,343 +17,294 +1%
WG
22
Winton Group
United Kingdom
$74.5M 1,449,383 +1,336,836 +1,188%
TA
23
Teachers Advisors
New York
$72.6M 1,413,544 +81,733 +6%
TCIM
24
TIAA CREF Investment Management
New York
$63M 1,225,486 +43,712 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$59.9M 1,166,484 +1,126,382 +2,809%
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