We are live on ! Find out more
PFG icon

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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$9.49M +$2.42M +58,109 +36%
MAA
77
Managed Account Advisors
New Jersey
$9.39M -$782K -18,753 -8%
Credit Agricole
78
Credit Agricole
France
$9.39M +$9.14M +219,193 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$9.38M +$1.21M +29,076 +15%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$9.24M -$698K -16,730 -7%
PI
81
PGGM Investments
Netherlands
$9.19M +$449K +10,773 +5%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$9M -$318K -7,636 -4%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$8.9M -$36.3M -871,455 -81%
ANI
84
American National Insurance
Texas
$8.82M
QBFM
85
QS Batterymarch Financial Management
New York
$8.7M +$473K +11,339 +6%
U
86
UBS
Switzerland
$8.61M +$1.51M +36,245 +22%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$8.44M +$349K +8,358 +4%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$8.43M +$8.21M +196,960 New
Caisse de Depot et Placement du Quebec (CDPQ)
89
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.17M +$1.2M +28,667 +18%
Citigroup
90
Citigroup
New York
$8.16M -$819K -19,632 -9%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$8.13M +$801K +19,200 +11%
DCM
92
Decade Capital Management
New York
$8.07M +$7.85M +188,367 New
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$7.88M -$646K -15,500 -8%
Federated Hermes
94
Federated Hermes
Pennsylvania
$7.73M -$505K -12,104 -6%
NTCOC
95
Northern Trust Company of Connecticut
Connecticut
$7.66M -$83.4K -2,000 -1%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$7.6M +$4.95M +118,711 +202%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$7.43M -$89K -2,134 -1%
Millennium Management
98
Millennium Management
New York
$7.11M +$6.93M +166,068 New
DCM
99
Decatur Capital Management
Georgia
$7.08M +$1.48M +35,375 +27%
Aviva
100
Aviva
United Kingdom
$7.04M +$1.02M +24,357 +17%