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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
DILH
151
Dai-ichi Life Holdings
Japan
$3.06M
ACI
152
AMP Capital Investors
Australia
$3.03M -$1.43M -34,302 -33%
Nomura Holdings
153
Nomura Holdings
Japan
$2.96M -$932K -22,341 -24%
PA
154
Pinnacle Associates
New York
$2.93M -$208K -5,000 -7%
BCM
155
Bridgeway Capital Management
Texas
$2.87M +$2.79M +66,900 New
ISB
156
Iowa State Bank
Iowa
$2.85M +$20.2K +485 +0.7%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$2.84M -$414K -9,933 -13%
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.81M -$16.1K -386 -0.6%
Arrowstreet Capital
159
Arrowstreet Capital
Massachusetts
$2.76M +$2.69M +64,536 New
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$2.67M -$12.5K -300 -0.5%
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$2.59M -$159K -3,817 -6%
US Bancorp
162
US Bancorp
Minnesota
$2.58M -$5.46K -131 -0.2%
JIM
163
Jupiter Investment Management
United Kingdom
$2.58M +$2.51M +60,166 New
KeyBank National Association
164
KeyBank National Association
Ohio
$2.54M -$579K -13,890 -19%
CL
165
CFS LLC
Oklahoma
$2.52M +$2.22M +53,200 New
CAM
166
Capstone Asset Management
Texas
$2.4M -$118K -2,839 -5%
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.39M -$10.6K -255 -0.5%
KBC Group
168
KBC Group
Belgium
$2.25M -$890K -21,342 -29%
URS
169
Utah Retirement Systems
Utah
$2.24M -$20.9K -500 -0.9%
MSA
170
Mason Street Advisors
Wisconsin
$2.22M -$266K -6,376 -11%
PP
171
PDT Partners
New York
$2.19M +$1.62M +38,843 +318%
DC
172
Deere & Company
Illinois
$2.17M +$920K +22,067 +77%
WAM
173
World Asset Management
Michigan
$2.13M -$260K -6,241 -11%
KAM
174
Kokusai Asset Management
Japan
$2.13M -$113K -2,700 -5%
Nomura Asset Management
175
Nomura Asset Management
Japan
$2.07M -$874K -20,954 -30%