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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
Calamos Advisors
176
Calamos Advisors
Illinois
$2.05M
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$1.98M -$204K -4,900 -10%
CIM
178
CenturyLink Investment Management
Colorado
$1.86M -$226K -5,429 -11%
ARC
179
Absolute Return Capital
Massachusetts
$1.78M -$5.43M -130,287 -76%
Asset Management One
180
Asset Management One
Japan
$1.77M +$167K +4,006 +11%
MA
181
Montag & Associates
Georgia
$1.75M
B
182
Barings
North Carolina
$1.74M -$37.5K -900 -2%
ERSOT
183
Employees Retirement System of Texas
Texas
$1.71M
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$1.61M -$112K -2,682 -7%
SMDAM
185
Sumitomo Mitsui DS Asset Management
Japan
$1.56M +$1.33K +32 +0.1%
CBB
186
Citizens Business Bank
California
$1.5M +$1.46M +35,000 New
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$1.5M +$16.4K +394 +1%
SFP
188
Santa Fe Partners
New Mexico
$1.5M +$1.46M +34,954 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$1.49M +$347K +8,327 +32%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$1.43M -$143K -3,440 -9%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$1.42M +$1.07M +25,543 +331%
MIU
192
Man Investments (UK)
United Kingdom
$1.4M +$1.37M +32,772 New
AI
193
Analytic Investors
California
$1.4M +$1.36M +32,576 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1.31M -$91.7K -2,199 -7%
SCM
195
Shelton Capital Management
Colorado
$1.29M
ANRIA
196
American National Registered Investment Advisor
Texas
$1.27M -$43.4K -1,040 -3%
MOACM
197
Mutual of America Capital Management
New York
$1.24M -$4.25K -102 -0.4%
TMAM
198
Tokio Marine Asset Management
Japan
$1.23M -$75.8K -1,818 -6%
RGI
199
River Global Investors
United Kingdom
$1.21M -$488K -11,713 -29%
MNBTD
200
Moody National Bank Trust Division
Texas
$1.2M -$43.4K -1,040 -4%