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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
USAA
151
United Services Automobile Association
Texas
$3.6M -$2.04M -42,900 -37%
EIM
152
ExxonMobil Investment Management
Texas
$3.51M -$71.9K -1,514 -2%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$3.43M +$32.5K +684 +1%
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$3.41M +$320K +6,737 +11%
ISB
155
Iowa State Bank
Iowa
$3.38M +$95.6K +2,013 +3%
CMBA
156
C.M. Bidwell & Associates
Hawaii
$3.37M -$348K -7,335 -10%
PA
157
Pinnacle Associates
New York
$3.34M -$32.3K -680 -1%
CCMH
158
Cornerstone Capital Management Holdings
New York
$3.31M -$900K -18,949 -22%
IG
159
ING Group
Netherlands
$3.29M -$1.28M -26,880 -29%
LMF
160
LMR Master Fund
Cayman Islands
$3.2M +$1.98M +41,685 +179%
MSA
161
Mason Street Advisors
Wisconsin
$2.99M +$422K +8,880 +17%
KeyBank National Association
162
KeyBank National Association
Ohio
$2.91M -$11K -231 -0.4%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$2.89M +$997K +21,000 +56%
Citigroup
164
Citigroup
New York
$2.88M -$6.28M -132,199 -69%
RA
165
Rational Advisors
New York
$2.88M -$1.67M -35,100 -38%
SCA
166
SAC Capital Advisors
Connecticut
$2.82M +$2.42M +50,926 +821%
OTPPB
167
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.7M -$526K -11,078 -17%
CBOA
168
Commonwealth Bank of Australia
Australia
$2.69M -$3.57M -75,123 -58%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$2.65M -$292K -6,152 -10%
Walleye Trading
170
Walleye Trading
New York
$2.6M +$2.38M +50,034 +1,810%
URS
171
Utah Retirement Systems
Utah
$2.58M
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.58M -$174K -3,654 -7%
ERSOT
173
Employees Retirement System of Texas
Texas
$2.56M +$570K +12,000 +30%
GCA
174
Gideon Capital Advisors
New York
$2.56M +$2.47M +51,947 New
ARC
175
Absolute Return Capital
Massachusetts
$2.56M +$490K +10,309 +25%