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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 %
DWT
126
Dorsey & Whitney Trust
South Dakota
$5.42M 105,727 -193 -0.2%
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$5.41M 105,519 +27,290 +35%
ProShare Advisors
128
ProShare Advisors
Maryland
$5.33M 103,817 -15,301 -13%
Franklin Resources
129
Franklin Resources
California
$5.27M 102,672 +3,372 +3%
AQR Capital Management
130
AQR Capital Management
Connecticut
$5.21M 101,617 +38,951 +62%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$5.21M 101,557 +20,113 +25%
LBC
132
Lowe Brockenbrough & Co
Virginia
$5.15M 100,307 +580 +0.6%
TPSF
133
Texas Permanent School Fund
Texas
$5.12M 99,776 -2,624 -3%
PA
134
Pinnacle Associates
New York
$4.97M 96,838 -96 -0.1%
Public Sector Pension Investment Board (PSP Investments)
135
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.81M 93,710 -900 -1%
AP
136
AHL Partners
United Kingdom
$4.66M 90,942 +40,244 +79%
CNB
137
City National Bank
California
$4.59M 89,449 +13,307 +17%
ISB
138
Iowa State Bank
Iowa
$4.29M 83,577 +1,220 +1%
GIBU
139
Gulf International Bank (UK)
United Kingdom
$4.26M 83,026 – –
DA
140
Denali Advisors
California
$4.18M 81,500 – –
AAM
141
Aberdeen Asset Management
United Kingdom
$4.15M 80,827 -4,410 -5%
SCP
142
Scoria Capital Partners
Connecticut
$4.1M 80,000 +80,000 New
USAA
143
United Services Automobile Association
Texas
$3.99M 77,766 – –
HSBC Holdings
144
HSBC Holdings
United Kingdom
$3.95M 77,057 -181,819 -70%
DADC
145
D.A. Davidson & Co
Montana
$3.91M 76,294 -1,013 -1%
BF
146
BOK Financial
Oklahoma
$3.85M 75,126 +56,129 +295%
HIMCH
147
Hartford Investment Management Co (HIMCO)
Connecticut
$3.79M 73,967 +1,718 +2%
IRF
148
IBM Retirement Fund
New York
$3.69M 71,971 -519 -0.7%
MNA
149
Manning & Napier Advisors
New York
$3.68M 71,680 +1,710 +2%
Millennium Management
150
Millennium Management
New York
$3.65M 71,169 +42,254 +146%
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