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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 %
NSAM
76
North Star Asset Management
Wisconsin
$15.8M 307,125 +1,690 +0.6%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$15.2M 295,672 +23,334 +9%
MAA
78
Managed Account Advisors
New Jersey
$15.1M 295,195 +36,773 +14%
GT
79
Glenmede Trust
Pennsylvania
$14.4M 281,698 +17,008 +6%
ACI
80
AMP Capital Investors
Australia
$13.3M 261,695 -27,700 -10%
Aviva
81
Aviva
United Kingdom
$12.9M 252,102 -17,890 -7%
American Century Companies
82
American Century Companies
Missouri
$12.8M 248,782 -67,048 -21%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$12.3M 240,383 +58,120 +32%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$12.3M 239,384 +53,520 +29%
RFC
85
Russell Frank Company
Washington
$11.8M 229,711 -7,779 -3%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$11.8M 229,481 +7,624 +3%
CM
87
Capital Management
Virginia
$11.2M 218,269 -600 -0.3%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$11.1M 216,802 +3,196 +1%
ANI
89
American National Insurance
Texas
$10.6M 205,900 – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$10.2M 199,818 -11,100 -5%
PI
91
PGGM Investments
Netherlands
$10.1M 196,497 -14,816 -7%
SCM
92
Stevens Capital Management
Pennsylvania
$10M 195,731 +96,910 +98%
RCM
93
Riverhead Capital Management
Delaware
$9.51M 185,450 +9,808 +6%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$9.36M 168,533 -4,500 -3%
First Trust Advisors
95
First Trust Advisors
Illinois
$9.11M 177,702 +31,154 +21%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$8.98M 175,135 -5,630 -3%
BCM
97
Bridgeway Capital Management
Texas
$8.86M 172,800 – –
BCIM
98
British Columbia Investment Management
British Columbia, Canada
$8.77M 171,070 -69,137 -29%
RJA
99
Raymond James & Associates
Florida
$8.68M 169,156 +20,228 +14%
Canada Life
100
Canada Life
Manitoba, Canada
$8.13M 158,779 -2,479 -2%
2 3
4
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