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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 %
SCM
201
Shelton Capital Management
Colorado
$1.56M 30,491 – –
SEI Investments
202
SEI Investments
Pennsylvania
$1.55M 30,276 +9,617 +47%
MOACM
203
Mutual of America Capital Management
New York
$1.54M 29,946 +194 +0.7%
PAM
204
Princeton Alpha Management
New Jersey
$1.48M 28,911 +28,911 New
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$1.48M 28,904 -2,800 -9%
ANRIA
206
American National Registered Investment Advisor
Texas
$1.44M 28,138 – –
WAM
207
World Asset Management
Michigan
$1.44M 28,057 -3,148 -10%
MNBTD
208
Moody National Bank Trust Division
Texas
$1.44M 28,020 – –
LPL Financial
209
LPL Financial
California
$1.42M 27,835 +3,868 +16%
CAM
210
Capstone Asset Management
Texas
$1.41M 27,430 +1,190 +5%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$1.4M 27,256 +1,873 +7%
Asset Management One
212
Asset Management One
Japan
$1.39M 27,357 – –
ARTA
213
A.R.T. Advisors
New York
$1.37M 26,777 +694 +3%
SG Americas Securities
214
SG Americas Securities
New York
$1.33M 25,932 -26,052 -50%
SAM
215
Securian Asset Management
Minnesota
$1.33M 25,879 +440 +2%
SI
216
Stephens Inc
Arkansas
$1.32M 25,708 -107 -0.4%
NIT
217
NumerixS Investment Technologies
British Columbia, Canada
$1.3M 25,340 +5,740 +29%
AIM
218
Assured Investment Management
New York
$1.26M 24,568 +19,603 +395%
BTS
219
BB&T Securities
Virginia
$1.24M 24,180 +1,951 +9%
OA
220
OFI Advisors
Pennsylvania
$1.2M 23,436 -52 -0.2%
SAM
221
Shell Asset Management
Netherlands
$1.19M 23,264 -3,802 -14%
ERSOT
222
Employees Retirement System of Texas
Texas
$1.18M 23,000 – –
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$1.16M 22,625 -631 -3%
Stifel Financial
224
Stifel Financial
Missouri
$1.16M 22,572 -1,045 -4%
Rafferty Asset Management
225
Rafferty Asset Management
New York
$1.14M 22,285 +5,471 +33%
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