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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
CIM
251
Calvert Investment Management
Maryland
$849K +$296K +6,069 +47%
TG
252
TCW Group
California
$848K +$4.88K +100 +0.5%
GCA
253
Gideon Capital Advisors
New York
$841K +$343K +7,024 +60%
BC
254
Banced Corp
Illinois
$808K +$97.4K +1,995 +12%
COPPSERS
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$800K +$8.59K +176 +1%
GH
256
GAM Holding
Switzerland
$792K -$1.29M -26,500 -60%
DekaBank Deutsche Girozentrale
257
DekaBank Deutsche Girozentrale
Germany
$754K -$14.2K -290 -2%
OI
258
Oakbrook Investments
Illinois
$753K -$112K -2,300 -12%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$747K +$390K +7,990 +93%
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$742K -$51K -1,044 -6%
TFA
261
Transamerica Financial Advisors
Florida
$739K +$46.6K +955 +6%
LMGAM
262
Liberty Mutual Group Asset Management
Massachusetts
$723K -$813K -16,656 -51%
QT
263
Quantbot Technologies
New York
$715K +$776K +15,904 New
HWP
264
Hefty Wealth Partners
Indiana
$705K +$765K +15,677 New
MERSOM
265
Municipal Employees' Retirement System of Michigan
Michigan
$704K +$3.9K +80 +0.5%
ACS
266
Archford Capital Strategies
Illinois
$695K +$641K +13,142 New
VKH
267
Virtu KCG Holdings
New York
$694K +$753K +15,423 New
CBOA
268
Commonwealth Bank of Australia
Australia
$681K +$679K +13,912 +1,110%
SO
269
STRS Ohio
Ohio
$669K -$18.4K -377 -2%
SAM
270
Shell Asset Management
Netherlands
$659K -$1.62M -33,181 -69%
ACM
271
Aviance Capital Management
Florida
$651K +$311K +6,375 +79%
CIA
272
Capital Investment Advisors
Georgia
$632K +$686K +14,053 New
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$623K +$676K +13,857 New
LIA
274
LS Investment Advisors
Michigan
$609K +$9.32K +191 +1%
HIC
275
Holderness Investments Company
North Carolina
$590K +$11.8K +241 +2%