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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 %
MHI
176
Miller Howard Investments
New York
$2.54M 49,493 – –
Nomura Holdings
177
Nomura Holdings
Japan
$2.51M 48,841 +39,449 +420%
UBS Group
178
UBS Group
Switzerland
$2.47M 48,200 -143,520 -75%
ATIA
179
American Trust Investment Advisors
New Hampshire
$2.36M 45,914 -56 -0.1%
KP
180
Keel Point
Alabama
$2.3M 43,722 -565 -1%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$2.18M 42,495 +300 +0.7%
BCP
182
Blue Chip Partners
Michigan
$2.18M 42,469 +8,816 +26%
BCM
183
BTC Capital Management
Iowa
$2.12M 41,304 -6,820 -14%
MA
184
Montag & Associates
Georgia
$2.11M 41,100 – –
B
185
Barings
North Carolina
$2.07M 40,364 -1,000 -2%
TRSOTSOK
186
Teachers Retirement System of the State of Kentucky
Kentucky
$2M 38,900 -2,700 -6%
AC
187
Allstate Corporation
Illinois
$1.97M 38,398 +16,261 +73%
AL
188
Airain Ltd
Guernsey
$1.95M 37,990 -80,223 -68%
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$1.89M 36,872 -2,195 -6%
Citigroup
190
Citigroup
New York
$1.85M 36,033 -96,473 -73%
MSA
191
Mason Street Advisors
Wisconsin
$1.81M 35,289 +64 +0.2%
PLFAM
192
Pineno Levin & Ford Asset Management
Virginia
$1.81M 35,253 +3,275 +10%
CB
193
Commerce Bank
Missouri
$1.79M 34,919 -1,363 -4%
KBC Group
194
KBC Group
Belgium
$1.78M 34,605 +804 +2%
QI
195
Quotient Investors
New York
$1.77M 34,500 – –
CA
196
Commerzbank Aktiengesellschaft
Germany
$1.71M 33,256 -2,481 -7%
LMGAM
197
Liberty Mutual Group Asset Management
Massachusetts
$1.68M 32,752 -10,248 -24%
SP
198
Sarasin & Partners
United Kingdom
$1.62M 31,544 +31,544 New
LS
199
Livforsakringsbolaget Skandia
Sweden
$1.61M 31,341 – –
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.58M 30,774 -605 -2%
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8
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