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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 %
FAAS
326
First Allied Advisory Services
California
$246K 4,845 +4,845 New
IFS
327
Ifrah Financial Services
Arkansas
$240K 4,676 -63 -1%
QIM
328
Quest Investment Management
Oregon
$236K 4,600 – –
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$230K 4,485 +380 +9%
SC
330
Savant Capital
Illinois
$223K 4,340 +1 +0%
Connor, Clark & Lunn Investment Management (CC&L)
331
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K 4,300 – –
PC
332
Passport Capital
California
$219K 4,264 +4,264 New
FMT
333
First Mercantile Trust
Tennessee
$215K 4,200 – –
GAM
334
Gotham Asset Management
New York
$214K 4,177 +4,177 New
PP
335
Paloma Partners
Connecticut
$213K 4,156 +4,156 New
V
336
Veritable
Delaware
$212K 4,135 -8,406 -67%
WB
337
WesBanco Bank
West Virginia
$212K 4,124 – –
IGIM
338
I.G. Investment Management
Manitoba, Canada
$212K 4,127 +4,127 New
PAG
339
Private Advisor Group
New Jersey
$208K 4,074 +4,074 New
HIS
340
Horizon Investment Services
Indiana
$200K 3,900 -376 -9%
HNB
341
Huntington National Bank
Ohio
$173K 3,370 -335 -9%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$164K 3,195 -263 -8%
SC
343
SRB Corp
Massachusetts
$143K 2,790 -493 -15%
IP
344
Isthmus Partners
Wisconsin
$140K 2,737 – –
MAM
345
Mizuho Asset Management
Japan
$140K 2,733 +604 +28%
EA
346
Euclid Advisors
Connecticut
$140K 2,737 +2,737 New
WTB
347
Washington Trust Bank
Washington
$135K 2,625 +2,457 +1,463%
SSB
348
Sandy Spring Bank
Maryland
$130K 2,543 – –
CF
349
CenterStar Fund
Illinois
– – – –
AGM
350
Alpine Global Management
New York
$115K 2,240 +2,240 New
12 13
14
15 16