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Principal Financial Group

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

30% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.26M

14% more capital invested

Capital invested by funds: $8.32B → $9.49B (+$1.16B)

11% more funds holding

Funds holding: 348386 (+38)

0.75% less ownership

Funds ownership: 66.2%65.45% (-0.75%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.2%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
101
AMP Capital Investors
Australia
$7.73M +$4.13M +86,950 +124%
PAMU
102
Pictet Asset Management (UK)
United Kingdom
$7.59M
Canada Life
103
Canada Life
Manitoba, Canada
$7.49M +$430K +9,049 +6%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$7.34M +$246K +5,173 +4%
Norges Bank
105
Norges Bank
Norway
$7.25M -$18.4M -386,951 -72%
CCIA
106
Campbell & Co Investment Adviser
Maryland
$7.11M +$6.84M +144,084 New
Millennium Management
107
Millennium Management
New York
$6.96M -$1.19M -25,006 -15%
Wells Fargo
108
Wells Fargo
California
$6.89M +$34K +716 +0.5%
AQR Capital Management
109
AQR Capital Management
Connecticut
$6.88M +$2.07M +43,558 +45%
NTCOC
110
Northern Trust Company of Connecticut
Connecticut
$6.79M -$1.96M -41,300 -23%
AIG
111
American International Group
New York
$6.74M +$155K +3,258 +2%
TG
112
TCW Group
California
$6.68M +$11.9K +250 +0.2%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.66M +$970K +20,429 +18%
TPSF
114
Texas Permanent School Fund
Texas
$6.25M -$448K -9,436 -7%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$6.23M -$297K -6,260 -5%
ASRS
116
Arizona State Retirement System
Arizona
$5.93M -$247K -5,200 -4%
GIM
117
Goelzer Investment Management
Indiana
$5.79M -$52K -1,094 -0.9%
DIA
118
Davidson Investment Advisors
Montana
$5.79M -$69.4K -1,461 -1%
IRF
119
IBM Retirement Fund
New York
$5.78M -$215K -4,526 -4%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$5.75M +$9.55K +201 +0.2%
SOMRS
121
State of Michigan Retirement System
Michigan
$5.49M -$4.75K -100 -0.1%
PP
122
Prudential plc
United Kingdom
$5.42M -$1.19M -25,000 -19%
ProShare Advisors
123
ProShare Advisors
Maryland
$5.42M +$923K +19,442 +22%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$5.37M +$2.02M +42,600 +64%
PAM
125
Panagora Asset Management
Massachusetts
$5.34M -$10.2M -214,237 -66%