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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 %
MYLI
276
Meiji Yasuda Life Insurance
Japan
$473K 9,220 -300 -3%
MYAM
277
Meiji Yasuda Asset Management
Japan
$471K 9,189 +730 +9%
CCM
278
CrestPoint Capital Management
Missouri
$467K 9,100 +1,700 +23%
KRSITF
279
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$459K 8,940 +146 +2%
PA
280
Profund Advisors
Maryland
$454K 8,857 +1,430 +19%
ACM
281
Apex Capital Management
Ohio
$445K 8,672 – –
WCM
282
Windsor Capital Management
Arizona
$443K 8,642 +963 +13%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$442K 8,620 – –
M&T Bank
284
M&T Bank
New York
$438K 8,529 +2,541 +42%
EMG
285
Ellington Management Group
Connecticut
$421K 8,200 +8,200 New
MCM
286
McKinley Capital Management
Alaska
$417K 8,122 -86 -1%
CW
287
Cobiz Wealth
Colorado
$415K 8,098 – –
IAM
288
Integre Asset Management
New York
$415K 8,083 – –
UOC
289
UBS O'Connor
Illinois
$412K 8,030 +8,030 New
AAM
290
Aureus Asset Management
Massachusetts
$410K 8,000 -1,130 -12%
CS
291
Candriam SCA
Luxembourg
$405K 7,901 – –
CPIM
292
Columbia Partners Investment Management
Virginia
$397K 7,754 -7,707 -50%
NB
293
Norinchukin Bank
Japan
$393K 7,661 -749 -9%
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$388K 7,561 +38 +0.5%
DTL
295
Dynamic Technology Lab
Singapore
$385K 7,511 +7,511 New
BFG
296
Beacon Financial Group
Texas
$377K 7,433 +1,199 +19%
MLL
297
Moody Lynn & Lieberson
Massachusetts
$368K 7,170 +199 +3%
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$367K 7,150 -27,250 -79%
SIM
299
Spark Investment Management
New York
$364K 7,100 -19,200 -73%
CL
300
Choreo LLC
Illinois
$360K 7,026 +7,026 New
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12
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