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
EA
126
Euclid Advisors
Connecticut
$4.42M +$1.02M +24,352 +31%
DWT
127
Dorsey & Whitney Trust
South Dakota
$4.37M +$49.5K +1,188 +1%
Comerica Bank
128
Comerica Bank
Texas
$4.2M -$166K -3,986 -4%
AQR Capital Management
129
AQR Capital Management
Connecticut
$4.11M +$94.3K +2,261 +2%
AG
130
Aperio Group
California
$4.03M +$586K +14,056 +18%
TSU
131
TD Securities (USA)
New York
$4.01M -$13.3K -319 -0.3%
IG
132
ING Group
Netherlands
$4.01M +$1.2M +28,672 +44%
RA
133
Rational Advisors
New York
$4M +$1.67M +40,100 +75%
Public Sector Pension Investment Board (PSP Investments)
134
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.91M -$125K -3,000 -3%
ProShare Advisors
135
ProShare Advisors
Maryland
$3.87M -$535K -12,831 -12%
DA
136
Denali Advisors
California
$3.84M +$100K +2,400 +3%
CCM
137
Cadence Capital Management
Massachusetts
$3.82M +$3.72M +89,307 New
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$3.81M -$519K -12,435 -12%
HIMCH
139
Hartford Investment Management Co (HIMCO)
Connecticut
$3.81M -$48.1K -1,154 -1%
AAF
140
Andra AP-fonden
Sweden
$3.71M +$1.08M +25,800 +42%
CCMH
141
Cornerstone Capital Management Holdings
New York
$3.68M +$758K +18,187 +27%
FAF
142
Fjarde Ap-fonden
Sweden
$3.65M -$354K -8,486 -9%
SAM
143
Shell Asset Management
Netherlands
$3.51M +$634K +15,214 +23%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$3.3M +$830K +19,900 +35%
TAM
145
Tealwood Asset Management
Minnesota
$3.25M -$196K -4,697 -6%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$3.24M +$3.15M +75,600 New
DADC
147
D.A. Davidson & Co
Montana
$3.23M +$54.5K +1,308 +2%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$3.2M +$18.6K +445 +0.7%
EIM
149
ExxonMobil Investment Management
Texas
$3.12M -$161K -3,864 -5%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$3.1M +$22.3K +535 +0.7%