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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
FWCM
51
Ferguson Wellman Capital Management
Oregon
$22.3M -$3.2M -65,560 -12%
MTB
52
Mizuho Trust & Banking
Japan
$21.2M +$392K +8,030 +2%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$20.6M -$1.27M -26,100 -5%
Morgan Stanley
54
Morgan Stanley
New York
$20.6M +$6.96M +142,625 +45%
CI
55
Conning Inc
Connecticut
$20.6M +$464K +9,502 +2%
RFC
56
Russell Frank Company
Washington
$20.2M -$2M -40,902 -8%
Invesco
57
Invesco
Georgia
$19.8M -$1.82M -37,249 -8%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$18.4M +$5.94M +121,800 +42%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$17.8M +$772K +15,810 +4%
ACM
60
Argent Capital Management
Missouri
$17.3M -$32.5K -666 -0.2%
Nomura Asset Management
61
Nomura Asset Management
Japan
$17.3M +$1.89M +38,800 +11%
Comerica Bank
62
Comerica Bank
Texas
$16.7M -$1.95M -39,863 -9%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$16.5M -$81.7K -1,673 -0.5%
LSV Asset Management
64
LSV Asset Management
Illinois
$16.5M
BJ
65
BlackRock Japan
Japan
$16M -$111K -2,268 -0.6%
NFA
66
Nationwide Fund Advisors
Ohio
$15.7M +$244K +5,008 +1%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$15.7M +$384K +7,870 +2%
GIA
68
Gateway Investment Advisers
Ohio
$15M -$1.74M -35,630 -10%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$14.3M +$880K +18,025 +6%
NSAM
70
North Star Asset Management
Wisconsin
$14.3M +$70.3K +1,441 +0.5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$14.3M +$6.72M +137,758 +77%
American Century Companies
72
American Century Companies
Missouri
$13.6M +$2.14M +43,816 +17%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$12.9M +$1.69M +34,578 +14%
Robeco Institutional Asset Management
74
Robeco Institutional Asset Management
Netherlands
$12.6M -$897K -18,385 -6%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$12.3M -$634K -12,997 -5%