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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
PA
276
Profund Advisors
Maryland
$424K -$14.2K -300 -3%
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$420K +$381K +8,023 New
NCCM
278
Nine Chapters Capital Management
New Jersey
$414K -$807K -17,000 -67%
HMS
279
Hanseatic Management Services
New Mexico
$406K
WFM
280
Wilmington Funds Management
Delaware
$404K
CI
281
Conning Inc
Connecticut
$403K +$67.4K +1,420 +21%
CW
282
Cobiz Wealth
Colorado
$399K
IAM
283
Integre Asset Management
New York
$399K
MLL
284
Moody Lynn & Lieberson
Massachusetts
$361K -$3.09K -65 -0.9%
Creative Planning
285
Creative Planning
Kansas
$360K -$54.7K -1,152 -14%
N
286
Natixis
France
$359K +$346K +7,290 New
V
287
Veritable
Delaware
$358K -$23K -485 -6%
AB
288
Amalgamated Bank
New York
$357K +$344K +7,236 New
ANTB
289
AMG National Trust Bank
Colorado
$355K +$4.75K +100 +1%
WTIM
290
Wilmington Trust Investment Management
Delaware
$345K
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
$344K
MYAM
292
Meiji Yasuda Asset Management
Japan
$339K -$4.75K -100 -1%
B
293
Baird
Wisconsin
$334K -$59K -1,243 -16%
MME
294
Meag Munich Ergo
Germany
$329K +$13.7K +289 +5%
CB
295
Commerce Bank
Missouri
$326K +$314K +6,607 New
PAM
296
PartnerRe Asset Management
Connecticut
$325K -$18.4K -387 -6%
IRS
297
Invictus RG (Singapore)
Singapore
$325K +$313K +6,600 New
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$316K
SO
299
STRS Ohio
Ohio
$294K
AIP
300
Ameritas Investment Partners
Nebraska
$289K