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Principal Financial Group

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $5.5M

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 146

5% more funds holding

Funds holding: 441461 (+20)

0.26% more ownership

Funds ownership: 67.77%68.03% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $9.44B → $8.94B (-$502M)

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$45.2M +$49.1M +1,005,895 New
Victory Capital Management
27
Victory Capital Management
Texas
$43.8M -$18.8M -384,397 -28%
Charles Schwab
28
Charles Schwab
California
$41.2M +$48.9K +1,001 +0.1%
UBS AM
29
UBS AM
Illinois
$40.2M +$261K +5,350 +0.6%
Prudential Financial
30
Prudential Financial
New Jersey
$39M -$3.39M -69,500 -7%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$37.3M -$2.48M -50,879 -6%
Credit Agricole
32
Credit Agricole
France
$37M +$1.96M +40,150 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$36.7M +$5.76M +117,914 +17%
PAM
34
Panagora Asset Management
Massachusetts
$36.1M +$1.37M +28,158 +4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$35.4M -$68.3K -1,400 -0.2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$35.3M +$146K +3,000 +0.4%
WG
37
Winton Group
United Kingdom
$34.4M +$15.7M +322,619 +73%
GC
38
Guggenheim Capital
Illinois
$32.1M +$5.44M +111,392 +19%
BlackRock
39
BlackRock
New York
$29.2M -$128K -2,622 -0.4%
BIM
40
BlackRock Investment Management
Delaware
$28.6M -$144K -2,951 -0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$28M +$3.55M +72,743 +13%
JHIU
42
Janus Henderson Investors US
Colorado
$28M +$2.31M +47,400 +8%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$26.3M +$343K +7,033 +1%
WCM
44
Wedge Capital Management
North Carolina
$25.6M +$1.45M +29,725 +6%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$25.3M +$431K +8,832 +2%
Wells Fargo
46
Wells Fargo
California
$25.2M -$995K -20,381 -4%
PPA
47
Parametric Portfolio Associates
Washington
$25.1M +$1.06M +21,617 +4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$24.1M +$464K +9,500 +2%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$23.8M -$23.2K -475 -0.1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$23.1M -$400K -8,198 -2%