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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
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$6.97M -$5.25K -126 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
102
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.67M +$2.23M +53,471 +52%
PAMU
103
Pictet Asset Management (UK)
United Kingdom
$6.59M -$20.9K -500 -0.3%
RCM
104
Riverhead Capital Management
Delaware
$6.27M +$1.69M +40,427 +38%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$6.16M +$626K +15,006 +12%
Canada Life
106
Canada Life
Manitoba, Canada
$6.07M +$5.88M +141,075 +12,585%
Wells Fargo
107
Wells Fargo
California
$5.95M +$131K +3,146 +2%
TPSF
108
Texas Permanent School Fund
Texas
$5.83M -$222K -5,329 -4%
SG Americas Securities
109
SG Americas Securities
New York
$5.81M -$248K -5,938 -4%
TG
110
TCW Group
California
$5.79M -$4.17K -100 -0.1%
PP
111
Prudential plc
United Kingdom
$5.78M -$208K -5,000 -4%
AIG
112
American International Group
New York
$5.71M +$218K +5,218 +4%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$5.68M -$267K -6,400 -5%
CBOA
114
Commonwealth Bank of Australia
Australia
$5.55M -$1.81M -43,360 -25%
ASRS
115
Arizona State Retirement System
Arizona
$5.38M +$20.9K +500 +0.4%
IRF
116
IBM Retirement Fund
New York
$5.22M -$727K -17,428 -13%
Two Sigma Investments
117
Two Sigma Investments
New York
$5.13M +$5M +119,812 New
DIA
118
Davidson Investment Advisors
Montana
$5.09M +$65.9K +1,581 +1%
GIM
119
Goelzer Investment Management
Indiana
$5.07M -$4.91M -117,779 -50%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$5.06M -$2.93M -70,192 -37%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$4.99M -$22.6K -541 -0.5%
USAA
122
United Services Automobile Association
Texas
$4.96M +$692K +16,600 +17%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.9M +$671K +16,098 +16%
First Trust Advisors
124
First Trust Advisors
Illinois
$4.83M -$1.4M -33,642 -23%
SOMRS
125
State of Michigan Retirement System
Michigan
$4.77M -$25K -600 -0.5%