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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 %
AIG
101
American International Group
New York
$8.12M 158,375 -10,193 -6%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$8.06M 157,217 -1,374 -0.9%
TAM
103
Tealwood Asset Management
Minnesota
$8.03M 156,594 +89,160 +132%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$7.86M 153,331 -992 -0.6%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$7.31M 142,549 -150,000 -51%
National Pension Service
106
National Pension Service
South Korea
$7.28M 142,022 +21,996 +18%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.02M 136,923 +9,870 +8%
GIM
108
Goelzer Investment Management
Indiana
$7M 136,496 +948 +0.7%
GC
109
Grimes & Company
Massachusetts
$6.95M 135,441 +135,441 New
APG Asset Management
110
APG Asset Management
Netherlands
$6.75M 131,646 -72,234 -35%
Comerica Bank
111
Comerica Bank
Texas
$6.75M 131,662 +63,426 +93%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$6.7M 130,700 – –
AG
113
Aperio Group
California
$6.65M 129,737 +8,916 +7%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$6.49M 126,491 +2,560 +2%
QI
115
QS Investors
New York
$6.32M 123,138 +11,687 +10%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$6.26M 121,990 +4,982 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.18M 120,400 -300 -0.2%
B
118
BP
United Kingdom
$6.15M 120,000 – –
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$5.99M 116,844 +7,044 +6%
Barclays
120
Barclays
United Kingdom
$5.89M 115,461 -15,001 -11%
TSU
121
TD Securities (USA)
New York
$5.69M 110,991 +12,731 +13%
DIA
122
Davidson Investment Advisors
Montana
$5.58M 108,860 -5,185 -5%
PP
123
Prudential plc
United Kingdom
$5.51M 107,500 – –
WBC
124
Westpac Banking Corp
Australia
$5.51M 107,464 +29,755 +38%
SOMRS
125
State of Michigan Retirement System
Michigan
$5.45M 106,275 +800 +0.8%
3 4
5
6 7