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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
PI
401
PineBridge Investments
New York
-$23K -543 Closed
OIA
402
Optimum Investment Advisors
Illinois
-$13K -300 Closed
CFS
403
Community Financial System
New York
-$9K -200 Closed
EWM
404
Evercore Wealth Management
New York
-$4K -103 Closed
CWM
405
Cranbrook Wealth Management
Michigan
+$22.3K +470 New