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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 %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$5K 100 – –
RFA
427
Reilly Financial Advisors
California
$4K 83 – –
CHP
428
Cable Hill Partners
Oregon
$4K 74 – –
Simplex Trading
429
Simplex Trading
Illinois
$4K 97 +97 New
CAW
430
Cornerstone Advisors (Washington)
Washington
$3K 63 – –
GXMC
431
Global X Management Company
New York
$3K 56 +56 New
FAM
432
Formidable Asset Management
Ohio
$2K 40 – –
SEC
433
Seven Eight Capital
New York
$2K 46 +46 New
UB
434
UMB Bank
Missouri
$1.22K 23,692 -8,055 -25%
Nuveen Asset Management
435
Nuveen Asset Management
Illinois
$958 18,676 -1,224 -6%
FHC
436
First Heartland Consultants
Missouri
$233 4,535 – –
Axa
437
Axa
France
– – -451,200 Closed
EIA
438
Edgemoor Investment Advisors
Maryland
– – -87,196 Closed
Renaissance Technologies
439
Renaissance Technologies
New York
– – -71,300 Closed
KAM
440
Keeley Asset Management
Illinois
– – -58,300 Closed
OI
441
Oakbrook Investments
Illinois
– – -22,000 Closed
EAM
442
EULAV Asset Management
Florida
– – -15,000 Closed
IIM
443
Intact Investment Management
Quebec, Canada
– – -13,200 Closed
CCM
444
Corsair Capital Management
New York
– – -12,103 Closed
CHAM
445
Clear Harbor Asset Management
Connecticut
– – -10,444 Closed
Creative Planning
446
Creative Planning
Kansas
– – -8,703 Closed
CG
447
Clinton Group
New York
– – -8,212 Closed
QSS
448
Quantitative Systematic Strategies
Florida
– – -7,799 Closed
CSS
449
Cubist Systematic Strategies
Connecticut
– – -6,812 Closed
SAM
450
Symphony Asset Management
California
– – -6,343 Closed
15 16 17
18
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