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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
LS
201
Livforsakringsbolaget Skandia
Sweden
$1.48M 31,341 – –
NMERB
202
New Mexico Educational Retirement Board
New Mexico
$1.46M 30,804 +1,900 +7%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$1.45M 30,615 -32,761 -52%
MOACM
204
Mutual of America Capital Management
New York
$1.45M 30,594 +648 +2%
SCM
205
Shelton Capital Management
Colorado
$1.43M 30,191 -300 -1%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$1.42M 30,030 +7,745 +35%
B
207
BP
United Kingdom
$1.42M 30,000 -90,000 -75%
ZIG
208
Zurich Insurance Group
Switzerland
$1.4M 29,500 +29,500 New
SEI Investments
209
SEI Investments
Pennsylvania
$1.38M 29,101 -1,175 -4%
WAM
210
World Asset Management
Michigan
$1.35M 28,443 +386 +1%
ANRIA
211
American National Registered Investment Advisor
Texas
$1.33M 28,138 – –
CAM
212
Capstone Asset Management
Texas
$1.33M 28,110 +680 +2%
MNBTD
213
Moody National Bank Trust Division
Texas
$1.33M 28,020 – –
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$1.31M 27,573 +317 +1%
MAM
215
Martingale Asset Management
Massachusetts
$1.29M 27,227 +27,227 New
IEFM
216
IQ EQ Fund Management
Ireland
$1.25M 24,408 +24,408 New
LPL Financial
217
LPL Financial
California
$1.24M 25,309 -2,526 -9%
SI
218
Stephens Inc
Arkansas
$1.23M 25,902 +194 +0.8%
SAM
219
Securian Asset Management
Minnesota
$1.21M 25,526 -353 -1%
NIT
220
NumerixS Investment Technologies
British Columbia, Canada
$1.19M 25,200 -140 -0.6%
OA
221
OFI Advisors
Pennsylvania
$1.15M 24,319 +883 +4%
UB
222
UMB Bank
Missouri
$1.12M 23,617 -75 -0.3%
FHC
223
First Houston Capital
Texas
$1.12M 23,600 +13,500 +134%
CCM
224
Canal Capital Management
Virginia
$1.09M 23,075 +871 +4%
ERSOT
225
Employees Retirement System of Texas
Texas
$1.09M 23,000 – –
7 8
9
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