We are live on ! Find out more
PFG icon

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
HA
76
Heartland Advisors
Wisconsin
$12.1M -$1.81M -37,135 -12%
BA
77
BlackRock Advisors
Delaware
$11.9M +$3.27M +66,934 +34%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$11.7M -$4.36M -89,412 -26%
ACI
79
AMP Capital Investors
Australia
$11.2M +$378K +7,742 +3%
GT
80
Glenmede Trust
Pennsylvania
$10.9M -$3.49M -71,538 -23%
Aviva
81
Aviva
United Kingdom
$10.9M -$253K -5,187 -2%
Allianz Asset Management
82
Allianz Asset Management
Germany
$10.9M -$6.71M -137,476 -36%
Ameriprise
83
Ameriprise
Minnesota
$10.7M -$62M -1,270,275 -84%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$10.2M +$8.38M +171,700 +313%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$10.1M
ANI
86
American National Insurance
Texas
$9.26M
DCM
87
Decatur Capital Management
Georgia
$9.24M -$56.1K -1,150 -0.6%
CCMH
88
Cornerstone Capital Management Holdings
New York
$9.15M -$1.21M -24,834 -11%
CM
89
Capital Management
Virginia
$9.12M -$141K -2,884 -1%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$8.98M -$254K -5,200 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.84M +$3.63M +74,400 +61%
Federated Hermes
92
Federated Hermes
Pennsylvania
$8.67M +$3.18M +65,120 +51%
PI
93
PGGM Investments
Netherlands
$8.57M -$365K -7,477 -4%
First Trust Advisors
94
First Trust Advisors
Illinois
$8.31M -$4.88M -100,024 -35%
National Pension Service
95
National Pension Service
South Korea
$8.13M +$585K +11,993 +7%
BCIM
96
British Columbia Investment Management
British Columbia, Canada
$7.86M +$181K +3,704 +2%
Canada Life
97
Canada Life
Manitoba, Canada
$7.7M +$230K +4,714 +3%
AIG
98
American International Group
New York
$7.62M +$726K +14,865 +10%
RJA
99
Raymond James & Associates
Florida
$7.58M -$513K -10,514 -6%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$7.51M -$422K -8,640 -5%