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Principal Financial Group

534 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $6.36M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more capital invested

Capital invested by funds: $11.8B → $12.8B (+$1.07B)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

4% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 186

0.11% more ownership

Funds ownership: 70.58%70.69% (+0.11%)

1% less funds holding

Funds holding: 539534 (-5)

Holders
534
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.29%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
194
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$59.9M +$464K +7,606 +0.8%
GC
27
Guggenheim Capital
Illinois
$55.3M +$5.8M +95,131 +12%
UBS AM
28
UBS AM
Illinois
$54.9M +$4.83M +79,107 +10%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$52.3M +$1.4M +22,952 +3%
GT
30
Glenmede Trust
Pennsylvania
$50.6M +$262K +4,288 +0.5%
Morgan Stanley
31
Morgan Stanley
New York
$49M -$7.87M -128,978 -14%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$48.8M +$1.26M +20,701 +3%
Allianz Asset Management
33
Allianz Asset Management
Germany
$47.6M +$23.2M +380,399 +102%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$46.8M -$1.66M -27,200 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$46.6M +$10.6M +172,998 +31%
TCIM
36
TIAA CREF Investment Management
New York
$45.7M -$11.2M -184,282 -20%
JP Morgan Chase
37
JP Morgan Chase
New York
$44.9M -$4.79M -78,503 -10%
CS
38
Credit Suisse
Switzerland
$44.4M -$2.7M -44,334 -6%
PAM
39
Panagora Asset Management
Massachusetts
$42.4M -$40.5M -664,752 -50%
Invesco
40
Invesco
Georgia
$39.7M +$2.05M +33,567 +6%
Wells Fargo
41
Wells Fargo
California
$38M +$2.42M +39,616 +7%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$36.5M -$323K -5,291 -0.9%
PPA
43
Parametric Portfolio Associates
Washington
$35.1M -$11.4M -186,416 -25%
ORIO
44
Old Republic International (ORI)
Illinois
$35M
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$34.7M -$1.46M -23,900 -4%
NIPH
46
NN Investment Partners Holdings
Netherlands
$32.9M +$472K +7,741 +2%
WCM
47
Wedge Capital Management
North Carolina
$32.7M +$1.2M +19,732 +4%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$31.2M -$492K -8,070 -2%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$31M -$1.15M -18,912 -4%
Asset Management One
50
Asset Management One
Japan
$30.5M -$241K -3,944 -0.8%