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Principal Financial Group
PFG

Overview Fund Activity

435 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 23 closing their positions.

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
11.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
45
Increased
164
Reduced
138
Closed
23
Calls
$23.3M
Puts
$10.2M
Net Calls
+$13.1M
Net Calls Change
+$8.62M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$508M
2
Victory Capital Management
2
Victory Capital Management
Texas
$52.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$379M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$515M
2
Goldman Sachs
2
Goldman Sachs
New York
$175M
3
WG
3
Winton Group
United Kingdom
$48M
4
Axa
4
Axa
France
$0
5
State Street
5
State Street
Massachusetts
$595M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$1.14M 22,216 +3,338 +18%
CCM
227
Canal Capital Management
Virginia
$1.14M 22,204 -495 -2%
TI
228
Trexquant Investment
Connecticut
$1.1M 21,500 +4,500 +26%
FI
229
FormulaFolio Investments
Michigan
$1.08M 21,065 +21,065 New
DL
230
Delta Lloyd
Netherlands
$1.06M 20,706 +9,100 +78%
DC
231
Deere & Company
Illinois
$1.03M 20,007 – –
LSERS
232
Louisiana State Employees Retirement System
Louisiana
$1.03M 20,000 +300 +2%
TG
233
TCW Group
California
$959K 18,700 -58,350 -76%
KRS
234
Kentucky Retirement Systems
Kentucky
$948K 18,492 +82 +0.4%
BA
235
BlackRock Advisors
Delaware
$943K 18,386 +7,064 +62%
SIM
236
Sentry Investment Management
Wisconsin
$912K 17,773 – –
BC
237
Banced Corp
Illinois
$864K 16,840 -5 -0%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$842K 16,408 +545 +3%
MERSOM
239
Municipal Employees' Retirement System of Michigan
Michigan
$832K 16,220 +8,120 +100%
VKH
240
Virtu KCG Holdings
New York
$824K 16,062 +16,062 New
MSU
241
Maple Securities USA
New Jersey
$819K 15,966 +15,966 New
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$806K 15,720 -11,509 -42%
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$794K 15,470 +2,379 +18%
GCP
244
GSA Capital Partners
United Kingdom
$783K 15,257 -3,833 -20%
TFA
245
Transamerica Financial Advisors
Florida
$776K 15,124 +101 +0.7%
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
$773K 15,080 +8,649 +134%
MGIA
247
Moneta Group Investment Advisors
Missouri
$752K 14,665 +8,514 +138%
DnB Asset Management
248
DnB Asset Management
Norway
$729K 14,214 +1,600 +13%
CC
249
Cipher Capital
New York
$678K 13,215 +2,121 +19%
Envestnet Asset Management
250
Envestnet Asset Management
Illinois
$673K 13,129 -1,140 -8%
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