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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
PAMU
101
Pictet Asset Management (UK)
United Kingdom
$7.17M -$444K -9,100 -5%
SCM
102
Stevens Capital Management
Pennsylvania
$7.16M +$7.77M +159,263 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$6.62M -$174K -3,570 -2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$6.36M -$569K -11,659 -8%
Retirement Systems of Alabama
105
Retirement Systems of Alabama
Alabama
$6.35M -$657K -13,452 -9%
GIM
106
Goelzer Investment Management
Indiana
$6.31M +$153K +3,140 +2%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$6.07M +$6.11M +125,246 +1,304%
GC
108
Grimes & Company
Massachusetts
$5.98M -$326K -6,684 -5%
RCM
109
Riverhead Capital Management
Delaware
$5.93M -$4.88M -99,959 -43%
TAM
110
Tealwood Asset Management
Minnesota
$5.83M -$130K -2,668 -2%
AG
111
Aperio Group
California
$5.63M -$865K -17,717 -12%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$5.57M +$87.9K +1,800 +1%
QI
113
QS Investors
New York
$5.51M +$306K +6,265 +5%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$5.33M -$87.9K -1,800 -1%
APG Asset Management
115
APG Asset Management
Netherlands
$5.3M
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.2M -$264K -5,400 -4%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$5.02M -$183K -3,745 -3%
ProShare Advisors
118
ProShare Advisors
Maryland
$5.02M +$231K +4,732 +4%
AQR Capital Management
119
AQR Capital Management
Connecticut
$4.98M +$1.03M +21,082 +24%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$4.93M -$2.1M -43,000 -28%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$4.84M +$1.16M +23,855 +28%
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$4.82M +$121K +2,478 +2%
DIA
123
Davidson Investment Advisors
Montana
$4.79M -$31K -635 -0.6%
DWT
124
Dorsey & Whitney Trust
South Dakota
$4.75M +$31.7K +650 +0.6%
PP
125
Prudential plc
United Kingdom
$4.72M -$122K -2,500 -2%