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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
US Bancorp
176
US Bancorp
Minnesota
$2.54M -$416K -8,749 -15%
SAM
177
Shell Asset Management
Netherlands
$2.42M -$1.57M -33,047 -40%
Nomura Asset Management
178
Nomura Asset Management
Japan
$2.4M +$16.6K +350 +0.7%
Calamos Advisors
179
Calamos Advisors
Illinois
$2.36M
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$2.3M -$7.66M -161,200 -78%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$2.29M -$7.15M -150,460 -76%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M
FP
183
Foundry Partners
Minnesota
$2.17M +$2.09M +43,912 New
KAM
184
Kokusai Asset Management
Japan
$2.15M -$275K -5,800 -12%
SFP
185
Santa Fe Partners
New Mexico
$2.14M +$397K +8,363 +24%
WAM
186
World Asset Management
Michigan
$2.1M -$338K -7,120 -14%
DCM
187
Decade Capital Management
New York
$2.08M -$6.95M -146,267 -78%
MSU
188
Maple Securities USA
New Jersey
$2.07M +$1.99M +41,923 New
B
189
Barings
North Carolina
$2M
MA
190
Montag & Associates
Georgia
$1.94M -$71.2K -1,500 -4%
CIM
191
CenturyLink Investment Management
Colorado
$1.93M -$198K -4,159 -10%
RGI
192
River Global Investors
United Kingdom
$1.84M +$429K +9,037 +32%
Asset Management One
193
Asset Management One
Japan
$1.79M -$225K -4,740 -12%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1.75M +$38.9K +819 +2%
SAM
195
Symphony Asset Management
California
$1.75M +$1.68M +35,414 New
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$1.72M +$76K +1,601 +5%
BF
197
BOK Financial
Oklahoma
$1.71M +$464K +9,766 +39%
STC
198
SEI Trust Company
Pennsylvania
$1.67M +$522K +11,000 +48%
PP
199
Paloma Partners
Connecticut
$1.65M +$1.59M +33,406 New
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$1.61M -$105K -2,208 -6%