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Principal Financial Group

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $5.5M

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 146

5% more funds holding

Funds holding: 441461 (+20)

0.26% more ownership

Funds ownership: 67.77%68.03% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $9.44B → $8.94B (-$502M)

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$1.17M -$654K -13,407 -34%
JG
227
Jefferies Group
New York
$1.17M +$414K +8,490 +48%
SAM
228
Securian Asset Management
Minnesota
$1.17M +$20.6K +423 +2%
SI
229
Stephens Inc
Arkansas
$1.16M -$3.03K -62 -0.2%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$1.13M +$459K +9,405 +60%
GCP
231
GSA Capital Partners
United Kingdom
$1.12M +$233K +4,783 +24%
FHC
232
First Houston Capital
Texas
$1.1M +$46.4K +950 +4%
UB
233
UMB Bank
Missouri
$1.06M
CCM
234
Canal Capital Management
Virginia
$1.05M +$17.8K +365 +2%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$1.02M +$54.2K +1,111 +5%
AG
236
Algert Global
California
$1.01M +$246K +5,030 +29%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$1M +$22.2K +455 +2%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$962K -$33.8K -692 -3%
ERSOT
239
Employees Retirement System of Texas
Texas
$945K -$97.6K -2,000 -9%
SP
240
Sarasin & Partners
United Kingdom
$935K
AAM
241
Advisors Asset Management
Colorado
$935K +$759K +15,554 +298%
Fisher Asset Management
242
Fisher Asset Management
Washington
$933K +$35.5K +727 +4%
DL
243
Delta Lloyd
Netherlands
$931K
KRS
244
Kentucky Retirement Systems
Kentucky
$930K +$91.3K +1,870 +10%
Two Sigma Investments
245
Two Sigma Investments
New York
$926K -$1.36M -27,773 -57%
Citigroup
246
Citigroup
New York
$913K +$18.3K +375 +2%
DC
247
Deere & Company
Illinois
$900K
AC
248
Allstate Corporation
Illinois
$871K +$64.6K +1,323 +7%
Stifel Financial
249
Stifel Financial
Missouri
$862K -$20K -410 -2%
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$859K -$43.9K -900 -5%