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Principal Financial Group

534 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $6.36M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more capital invested

Capital invested by funds: $11.8B → $12.8B (+$1.07B)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

4% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 186

0.11% more ownership

Funds ownership: 70.58%70.69% (+0.11%)

1% less funds holding

Funds holding: 539534 (-5)

Holders
534
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.29%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
194
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
226
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M +$1.83M +29,945 New
LPL Financial
227
LPL Financial
California
$1.88M +$497K +8,148 +38%
OSNBOA
228
Old Second National Bank of Aurora
Illinois
$1.84M +$1.76M +28,910 +9,637%
O
229
OppenheimerFunds
New York
$1.84M +$120K +1,975 +7%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$1.8M +$414K +6,781 +31%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$1.77M +$518K +8,489 +44%
CWM
232
CIBC World Markets
New York
$1.76M +$583K +9,551 +52%
CAM
233
Capstone Asset Management
Texas
$1.75M -$42.7K -700 -2%
N
234
Natixis
France
$1.75M +$15.9K +260 +0.9%
WAM
235
World Asset Management
Michigan
$1.75M +$156K +2,555 +10%
DIP
236
DT Investment Partners
Pennsylvania
$1.72M +$155K +2,544 +10%
NMERB
237
New Mexico Educational Retirement Board
New Mexico
$1.71M -$91.5K -1,500 -5%
ANRIA
238
American National Registered Investment Advisor
Texas
$1.69M
SAM
239
Securian Asset Management
Minnesota
$1.69M +$7.99K +131 +0.5%
DZ Bank
240
DZ Bank
Germany
$1.69M +$1.54M +25,328 +1,741%
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$1.68M +$479K +7,859 +42%
MNBTD
242
Moody National Bank Trust Division
Texas
$1.68M
PS
243
Pensionfund Sabic
Netherlands
$1.66M +$1.6M +26,300 New
MERSOM
244
Municipal Employees' Retirement System of Michigan
Michigan
$1.62M
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$1.6M -$2.93K -48 -0.2%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$1.57M -$342K -5,600 -18%
CIP
247
Convergence Investment Partners
Florida
$1.54M -$2.23M -36,502 -60%
DCM
248
Dupont Capital Management
Delaware
$1.53M +$1.48M +24,328 New
MML Investors Services
249
MML Investors Services
Massachusetts
$1.5M +$1.45M +23,806 New
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$105K +1,728 +8%