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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$31.4M +644,255 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$892M +$27.3M +559,329 +3%
NLI
3
Nippon Life Insurance
Japan
$816M
State Street
4
State Street
Massachusetts
$528M +$7.03M +144,087 +1%
Harris Associates
5
Harris Associates
Illinois
$459M -$227K -4,661 -0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$405M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$400M -$20.1M -411,444 -4%
BIT
8
BlackRock Institutional Trust
California
$321M -$4.18M -85,635 -1%
Northern Trust
9
Northern Trust
Illinois
$301M -$15.6M -318,943 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$208M -$130M -2,664,228 -37%
BFA
11
BlackRock Fund Advisors
California
$204M +$14.9M +306,130 +7%
Goldman Sachs
12
Goldman Sachs
New York
$170M +$32.1M +657,641 +21%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$150M -$3.76M -77,008 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$148M +$3.58M +73,261 +2%
MPI
15
Mairs & Power Inc
Minnesota
$130M -$1.17M -23,900 -0.8%
Bank of America
16
Bank of America
North Carolina
$110M +$12.8M +262,033 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$98.8M -$60.1K -1,231 -0.1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$97.5M +$23.9M +490,584 +29%
BG
19
BlackRock Group
United Kingdom
$96.9M +$994K +20,368 +1%
TA
20
Teachers Advisors
New York
$78.9M +$9.25M +189,463 +12%
TCIM
21
TIAA CREF Investment Management
New York
$76.1M +$16.6M +339,330 +25%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$70.8M -$22M -449,786 -22%
Legal & General Group
23
Legal & General Group
United Kingdom
$56.2M +$534K +10,934 +0.9%
Norges Bank
24
Norges Bank
Norway
$48.6M
CS
25
Credit Suisse
Switzerland
$47.5M +$12M +245,680 +30%