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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 %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$96K 1,865 +516 +38%
MCM
352
Manchester Capital Management
Vermont
$95K 1,860 – –
PAIA
353
Park Avenue Institutional Advisers
New York
$95K 1,845 +1,845 New
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K 1,759 +440 +33%
DOA
355
D'Orazio & Associates
Virginia
$81K 1,575 – –
VFA
356
Virtus Fund Advisers
Connecticut
$81K 1,582 – –
QCG
357
Quadrant Capital Group
Ohio
$78K 1,567 +1,567 New
NIMI
358
Natixis Investment Managers International
France
$77K 1,504 +1,504 New
CG
359
Colony Group
Massachusetts
$72K 1,401 +1,401 New
CTC
360
Central Trust Company
Missouri
$70K 1,368 – –
CBOA
361
Commonwealth Bank of Australia
Australia
$64K 1,240 -9,923 -89%
GLI
362
Guardian Life Insurance
New York
$62K 1,200 +13 +1%
Bessemer Group
363
Bessemer Group
New Jersey
$60K 1,175 -159 -12%
MFS
364
MSI Financial Services
Massachusetts
$55K 1,073 +121 +13%
BCM
365
Brookstone Capital Management
Illinois
$55K 1,066 +1,066 New
VIA
366
Vident Investment Advisory
Georgia
$55K 1,069 +1,069 New
JG
367
Jefferies Group
New York
$51K 986 -6,660 -87%
SAMC
368
Shinko Asset Management Company
Japan
$47K 913 – –
FHA
369
First Horizon Advisors
Tennessee
$41K 800 – –
NFG
370
Next Financial Group
Texas
$40K 795 -100 -11%
QAM
371
QCI Asset Management
New York
$39K 769 +664 +632%
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$38K 743 – –
NCM
373
Nelson Capital Management
California
$38K 750 – –
DAM
374
Delta Asset Management
Tennessee
$38K 750 – –
BCM
375
Blume Capital Management
California
$36K 705 – –
13 14
15
16 17