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Principal Financial Group

386 hedge funds and large institutions have $9.49B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

30% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.26M

14% more capital invested

Capital invested by funds: $8.32B → $9.49B (+$1.16B)

11% more funds holding

Funds holding: 348386 (+38)

0.75% less ownership

Funds ownership: 66.2%65.45% (-0.75%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
386
Holders Change
+38
Holders Change %
+10.92%
% of All Funds
11.2%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
58
Increased
129
Reduced
149
Closed
19
Calls
$10.7M
Puts
$8.26M
Net Calls
+$2.44M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$1.08M +$1.04M +22,000 New
BWP
227
Baldwin Wealth Partners
Massachusetts
$1.03M +$13.4K +282 +1%
LPL Financial
228
LPL Financial
California
$1.01M +$371K +7,804 +62%
CBB
229
Citizens Business Bank
California
$986K -$712K -15,000 -43%
JG
230
Jefferies Group
New York
$979K +$626K +13,181 +197%
DC
231
Deere & Company
Illinois
$964K -$1.48M -31,160 -61%
WBC
232
Westpac Banking Corp
Australia
$930K -$85.5K -1,800 -9%
TH
233
Timber Hill
Connecticut
$924K +$890K +18,738 New
RFC
234
Regions Financial Corp
Alabama
$917K -$19K -400 -2%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$890K +$203K +4,279 +31%
VIM
236
Veritas Investment Management
United Kingdom
$889K +$268K +5,650 +46%
BT
237
Bankers Trust
Iowa
$869K +$712 +15 +0.1%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$854K +$313K +6,597 +61%
SB
239
Suntrust Banks
Georgia
$853K -$77.1K -1,624 -9%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$817K +$176K +3,706 +29%
OA
241
OFI Advisors
Pennsylvania
$794K -$84.9K -1,787 -10%
SIM
242
Sentry Investment Management
Wisconsin
$759K +$180K +3,800 +33%
VKH
243
Virtu KCG Holdings
New York
$749K -$59.5K -1,252 -8%
Two Sigma Advisers
244
Two Sigma Advisers
New York
$741K +$138K +2,900 +24%
CAM
245
Carret Asset Management
New York
$725K -$100K -2,106 -13%
CG
246
Clinton Group
New York
$721K +$694K +14,619 New
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
$714K +$687K +14,473 New
SCM
248
Stux Capital Management
New York
$671K +$61.7K +1,300 +11%
SCA
249
Secor Capital Advisors
New York
$632K +$609K +12,824 New
AIM
250
abrdn Investment Management
United Kingdom
$593K +$14K +295 +3%