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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
ASRS
126
Arizona State Retirement System
Arizona
$4.65M -$337K -6,900 -6%
Franklin Resources
127
Franklin Resources
California
$4.62M
Rafferty Asset Management
128
Rafferty Asset Management
New York
$4.58M +$3.45M +70,775 +236%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$4.56M +$4.95M +101,407 New
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$4.51M -$78.7K -1,613 -2%
ANTB
131
AMG National Trust Bank
Colorado
$4.49M +$537 +11 +0%
TI
132
Trexquant Investment
Connecticut
$4.45M +$4.5M +92,167 +1,355%
TPSF
133
Texas Permanent School Fund
Texas
$4.33M -$75.2K -1,541 -2%
WBC
134
Westpac Banking Corp
Australia
$4.32M -$3.22K -66 -0.1%
ISB
135
Iowa State Bank
Iowa
$4.2M +$468K +9,595 +11%
PA
136
Pinnacle Associates
New York
$4.2M -$146K -2,982 -3%
SOMRS
137
State of Michigan Retirement System
Michigan
$4.19M -$288K -5,900 -6%
AP
138
AHL Partners
United Kingdom
$4.08M +$2.19M +44,867 +98%
UBS Group
139
UBS Group
Switzerland
$4.03M +$1.99M +40,732 +83%
AAM
140
Aberdeen Asset Management
United Kingdom
$3.83M +$243K +4,970 +7%
GIBU
141
Gulf International Bank (UK)
United Kingdom
$3.82M +$97.6K +2,000 +2%
Barclays
142
Barclays
United Kingdom
$3.82M +$1.1M +22,495 +35%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.77M -$1.5M -30,697 -27%
CIP
144
Convergence Investment Partners
Florida
$3.71M +$4.03M +82,562 New
DA
145
Denali Advisors
California
$3.67M
USAA
146
United Services Automobile Association
Texas
$3.66M
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$3.42M -$462K -9,472 -11%
AAF
148
Andra AP-fonden
Sweden
$3.37M +$195K +4,000 +6%
BF
149
BOK Financial
Oklahoma
$3.35M -$40.2K -823 -1%
EVM
150
Eaton Vance Management
Massachusetts
$3.3M