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Principal Financial Group

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

30% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.26M

14% more capital invested

Capital invested by funds: $8.32B → $9.49B (+$1.16B)

11% more funds holding

Funds holding: 348386 (+38)

0.75% less ownership

Funds ownership: 66.2%65.45% (-0.75%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.2%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Navellier & Associates
Nevada
$49M +$46.8M +984,680 +11,218%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$45.6M -$1.12M -23,490 -2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$43.3M -$603K -12,700 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$43M -$20.4M -430,187 -33%
Charles Schwab
30
Charles Schwab
California
$37.7M +$212K +4,465 +0.6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$37.2M -$4.47M -94,018 -11%
JP Morgan Chase
32
JP Morgan Chase
New York
$34M -$942K -19,837 -3%
Morgan Stanley
33
Morgan Stanley
New York
$34M -$20.4M -430,044 -38%
Prudential Financial
34
Prudential Financial
New Jersey
$31.4M -$2.36M -49,700 -7%
WCM
35
Wedge Capital Management
North Carolina
$30.8M -$1.61M -33,800 -5%
HA
36
Heartland Advisors
Wisconsin
$30.8M +$11.1M +234,117 +60%
PPA
37
Parametric Portfolio Associates
Washington
$30.5M +$1.42M +29,903 +5%
CS
38
Credit Suisse
Switzerland
$30.2M +$4.74M +99,805 +19%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$29.6M -$573K -12,065 -2%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$28.5M -$1.18M -24,798 -4%
WCM
41
Winton Capital Management
United Kingdom
$28.3M +$13.4M +281,205 +96%
AllianceBernstein
42
AllianceBernstein
Tennessee
$27.4M -$452K -9,522 -2%
BlackRock
43
BlackRock
New York
$27.1M +$903K +19,019 +4%
BIM
44
BlackRock Investment Management
Delaware
$26.7M -$749K -15,764 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$26.2M +$171K +3,600 +0.7%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$25.3M +$3.14M +66,212 +15%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$23M -$174K -3,662 -0.8%
FCAM
48
F&C Asset Management
United Kingdom
$22.6M +$296K +6,234 +1%
LSV Asset Management
49
LSV Asset Management
Illinois
$22.5M -$2.9M -61,100 -12%
LBG
50
Lloyds Banking Group
United Kingdom
$21.1M +$756K +15,911 +4%