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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
IC
326
IKOS CIF
Cyprus
$141K +$139K +2,922 New
ECM
327
Endex Capital Management
Kansas
$134K
FMT
328
First Mercantile Trust
Tennessee
$133K -$57K -1,200 -31%
DekaBank Deutsche Girozentrale
329
DekaBank Deutsche Girozentrale
Germany
$127K +$28.1K +591 +30%
NSEDCP
330
NJ State Employees Deferred Compensation Plan
New Jersey
$123K
GIS
331
Guardian Investor Services
New York
$108K -$760 -16 -0.7%
DOA
332
D'Orazio & Associates
Virginia
$99K +$95K +2,000 New
CTC
333
Central Trust Company
Missouri
$88K
M&T Bank
334
M&T Bank
New York
$88K +$46.7K +984 +124%
PL
335
Parkwood LLC
Ohio
$79K +$76.2K +1,605 New
GLI
336
Guardian Life Insurance
New York
$76K -$84.3K -1,775 -53%
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$73K
MCM
338
Manchester Capital Management
Vermont
$72K
VNB
339
Valley National Bancorp
New York
$67K +$64.8K +1,365 New
SAMC
340
Shinko Asset Management Company
Japan
$64K -$9.5K -200 -13%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$12.8K +270 +28%
PTC
342
Private Trust Company
Ohio
$58K -$4.75K -100 -8%
IMS
343
Index Management Solutions
Pennsylvania
$54K +$4.56K +96 +10%
1IC
344
1919 Investment Counsel
Maryland
$49K
Envestnet Asset Management
345
Envestnet Asset Management
Illinois
$48K +$24.6K +517 +115%
TRCT
346
Tower Research Capital (TRC)
New York
$46K -$495K -10,412 -92%
TWA
347
TCI Wealth Advisors
Arizona
$44K +$47 +1 +0.1%
MMG
348
Monetary Management Group
Missouri
$44K +$42.7K +900 New
FHA
349
First Horizon Advisors
Tennessee
$39K
NCM
350
Nelson Capital Management
California
$37K