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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 %
AllianceBernstein
51
AllianceBernstein
Tennessee
$26.7M 520,606 -13,669 -3%
PPA
52
Parametric Portfolio Associates
Washington
$25.9M 504,909 -66 -0%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$24.8M 483,460 +31,500 +7%
Credit Agricole
54
Credit Agricole
France
$24.6M 478,720 +16,334 +4%
Swiss National Bank
55
Swiss National Bank
Switzerland
$24.3M 474,663 +28,100 +6%
MTB
56
Mizuho Trust & Banking
Japan
$22.2M 432,879 +17,060 +4%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$21.6M 421,352 +180,818 +75%
Invesco
58
Invesco
Georgia
$21.6M 420,545 -12,095 -3%
CI
59
Conning Inc
Connecticut
$21.5M 419,459 +411,987 +5,514%
GIA
60
Gateway Investment Advisers
Ohio
$21.3M 416,006 -684 -0.2%
FWCM
61
Ferguson Wellman Capital Management
Oregon
$19.8M 386,986 +386,986 New
Federated Hermes
62
Federated Hermes
Pennsylvania
$19.7M 384,642 +167,581 +77%
ACM
63
Argent Capital Management
Missouri
$19.5M 380,696 -61,372 -14%
Allianz Asset Management
64
Allianz Asset Management
Germany
$18.9M 368,821 -11,604 -3%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$18.7M 364,198 +13,699 +4%
LSV Asset Management
66
LSV Asset Management
Illinois
$18.2M 355,300 -25,700 -7%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$18.1M 353,670 -1,350 -0.4%
PAM
68
Panagora Asset Management
Massachusetts
$18.1M 352,744 +331,379 +1,551%
BJ
69
BlackRock Japan
Japan
$17.9M 348,385 +15,000 +4%
NFA
70
Nationwide Fund Advisors
Ohio
$17.7M 344,152 -5,726 -2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$17.3M 338,002 -19,592 -5%
Nomura Asset Management
72
Nomura Asset Management
Japan
$16.7M 325,790 +21,900 +7%
DCM
73
Decatur Capital Management
Georgia
$16.3M 318,395 +13,400 +4%
Robeco Institutional Asset Management
74
Robeco Institutional Asset Management
Netherlands
$16.2M 316,310 +57,500 +22%
HA
75
Heartland Advisors
Wisconsin
$16.1M 314,305 -68,346 -18%
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