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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$17.9M +$546K +13,100 +3%
LBG
52
Lloyds Banking Group
United Kingdom
$17.7M -$351K -8,420 -2%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$17.6M +$17.2M +411,770 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$17.6M +$22.1K +531 +0.1%
CA
55
Commerzbank Aktiengesellschaft
Germany
$16.7M +$11.3M +270,011 +225%
HA
56
Heartland Advisors
Wisconsin
$16.7M -$156K -3,732 -0.9%
ACM
57
Argent Capital Management
Missouri
$16.1M +$224K +5,370 +1%
MTB
58
Mizuho Trust & Banking
Japan
$15.5M
B
59
BP
United Kingdom
$15M
BJ
60
BlackRock Japan
Japan
$14.6M -$59.1K -1,418 -0.4%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$13.9M +$4.4M +105,559 +48%
PAM
62
Panagora Asset Management
Massachusetts
$13.8M +$10.9M +262,264 +435%
Swiss National Bank
63
Swiss National Bank
Switzerland
$13.6M +$234K +5,600 +2%
APG Asset Management
64
APG Asset Management
Netherlands
$13.6M -$2.17M -52,010 -14%
CM
65
Capital Management
Virginia
$13.4M +$2.11M +50,665 +19%
GT
66
Glenmede Trust
Pennsylvania
$13.2M +$1.4M +33,640 +12%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$13.1M +$1.45M +34,697 +13%
GIA
68
Gateway Investment Advisers
Ohio
$12.8M +$74.2K +1,780 +0.6%
WCM
69
Winton Capital Management
United Kingdom
$12.5M +$5.14M +123,375 +73%
American Century Companies
70
American Century Companies
Missouri
$12.4M -$1.45M -34,837 -11%
Barclays
71
Barclays
United Kingdom
$12.2M +$2M +47,993 +20%
NFA
72
Nationwide Fund Advisors
Ohio
$11.7M -$2.7M -64,672 -19%
NSAM
73
North Star Asset Management
Wisconsin
$11.5M +$59K +1,415 +0.5%
BCIM
74
British Columbia Investment Management
British Columbia, Canada
$11.4M +$1.48M +35,404 +15%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$10.1M +$35.1K +842 +0.4%