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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 %
LIA
251
LS Investment Advisors
Michigan
$635K 12,386 +1,745 +16%
CAM
252
Carret Asset Management
New York
$628K 12,248 – –
SFP
253
Santa Fe Partners
New Mexico
$607K 11,815 -1,568 -12%
TMAM
254
Tokio Marine Asset Management
Japan
$604K 11,768 -1,941 -14%
HIC
255
Holderness Investments Company
North Carolina
$599K 11,671 -95 -0.8%
OMCS
256
Old Mutual Customised Solutions
South Africa
$595K 11,600 – –
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$586K 11,434 +2,534 +28%
CIM
258
Calvert Investment Management
Maryland
$583K 11,376 -627 -5%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$580K 11,311 – –
HighTower Advisors
260
HighTower Advisors
Illinois
$567K 11,047 +238 +2%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$564K 10,993 +621 +6%
VIM
262
Veritas Investment Management
United Kingdom
$556K 10,845 – –
TFA
263
Toth Financial Advisory
Virginia
$550K 10,717 +1 +0%
S
264
SignatureFD
Georgia
$525K 10,227 +153 +2%
FHC
265
First Houston Capital
Texas
$519K 10,100 – –
NMIMC
266
Northwestern Mutual Investment Management Company
Wisconsin
$519K 10,120 +150 +2%
PI
267
PineBridge Investments
New York
$514K 10,009 +73 +0.7%
AB
268
Amalgamated Bank
New York
$504K 9,830 +592 +6%
LOAMS
269
Lombard Odier Asset Management (Switzerland)
Switzerland
$502K 9,780 – –
JIC
270
Johnson Investment Counsel
Ohio
$501K 9,773 – –
AAM
271
Advisors Asset Management
Colorado
$500K 9,752 -3,381 -26%
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$487K 9,500 +9,500 New
Macquarie Group
273
Macquarie Group
Australia
$482K 9,400 – –
SO
274
STRS Ohio
Ohio
$482K 9,398 +6,841 +268%
ANTB
275
AMG National Trust Bank
Colorado
$481K 9,382 – –
9 10
11
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