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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 %
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$359K 7,000 – –
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$354K 6,900 -400 -5%
DekaBank Deutsche Girozentrale
303
DekaBank Deutsche Girozentrale
Germany
$351K 6,792 -40,411 -86%
CC
304
ClearArc Capital
Ohio
$348K 6,785 +853 +14%
CCA
305
Checchi Capital Advisers
California
$334K 6,512 -224 -3%
PI
306
Putnam Investments
Massachusetts
$326K 6,351 -500 -7%
TH
307
Timber Hill
Connecticut
$324K 6,312 +6,312 New
William Blair & Company
308
William Blair & Company
Illinois
$319K 6,234 -575 -8%
LP
309
LMR Partners
United Kingdom
$319K 6,222 +6,222 New
JIM
310
Jupiter Investment Management
United Kingdom
$317K 6,200 -145,612 -96%
VRS
311
Virginia Retirement Systems
Virginia
$315K 6,132 +14 +0.2%
TCM
312
Tetrem Capital Management
Manitoba, Canada
$314K 6,131 +6,131 New
BMC
313
Benin Management Corp
Connecticut
$303K 5,900 -500 -8%
CI
314
Constellation Investments
Ohio
$303K 5,900 +100 +2%
DVM
315
Dreman Value Management
Florida
$289K 5,625 +695 +14%
VFS
316
VSR Financial Services
Kansas
$278K 5,418 +765 +16%
AAM
317
Auxier Asset Management
Oregon
$273K 5,322 +5,322 New
W
318
Wealthfront
California
$267K 5,212 +93 +2%
UCFA
319
United Capital Financial Advisors
Texas
$264K 5,138 +554 +12%
SIG
320
Schooner Investment Group
Pennsylvania
$259K 5,000 -7,500 -60%
AIP
321
Ameritas Investment Partners
Nebraska
$259K 5,048 – –
FAT
322
First American Trust
California
$256K 5,000 – –
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$256K 4,996 +4 +0.1%
PAM
324
PartnerRe Asset Management
Connecticut
$254K 4,950 -866 -15%
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$251K 4,900 +250 +5%
11 12
13
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