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Principal Financial Group

348 hedge funds and large institutions have $8.32B invested in Principal Financial Group in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

58% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $10.5M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $7.44B → $8.32B (+$887M)

6% more funds holding

Funds holding: 329348 (+19)

1.52% less ownership

Funds ownership: 67.72%66.2% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 131

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
11.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
50
Increased
116
Reduced
131
Closed
28
Calls
$16.6M
Puts
$10.5M
Net Calls
+$6.09M
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$48M -$10M -240,940 -18%
JHIU
27
Janus Henderson Investors US
Colorado
$42.1M +$39.5M +948,162 +2,663%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$40.4M -$195K -4,670 -0.5%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$39.7M +$38.8M +929,950 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$38.2M +$28.1K +675 +0.1%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$36.4M -$87.2K -2,091 -0.2%
Charles Schwab
32
Charles Schwab
California
$32.7M +$174K +4,168 +0.6%
JP Morgan Chase
33
JP Morgan Chase
New York
$30.4M +$2.71M +64,870 +10%
Prudential Financial
34
Prudential Financial
New Jersey
$29.4M -$1.05M -25,279 -4%
WCM
35
Wedge Capital Management
North Carolina
$28.2M -$1.43M -34,215 -5%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$26.2M +$231K +5,530 +0.9%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$25.8M -$1.43M -34,326 -5%
PPA
38
Parametric Portfolio Associates
Washington
$25.2M -$807K -19,341 -3%
AllianceBernstein
39
AllianceBernstein
Tennessee
$24.2M +$1.54M +37,011 +7%
BIM
40
BlackRock Investment Management
Delaware
$23.9M +$684K +16,409 +3%
Norges Bank
41
Norges Bank
Norway
$22.9M -$6.04M -144,861 -21%
BlackRock
42
BlackRock
New York
$22.7M +$424K +10,178 +2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$22.6M +$681K +16,326 +3%
LSV Asset Management
44
LSV Asset Management
Illinois
$22.1M -$617K -14,800 -3%
CS
45
Credit Suisse
Switzerland
$21.9M -$4.25M -101,999 -17%
GC
46
Guggenheim Capital
Illinois
$20.4M +$502K +12,050 +3%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$20.1M -$2.23M -53,375 -10%
FCAM
48
F&C Asset Management
United Kingdom
$19.3M +$228K +5,463 +1%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M +$2.06M +49,503 +12%
Invesco
50
Invesco
Georgia
$18.4M +$2.51M +60,242 +16%