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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
LMGAM
276
Liberty Mutual Group Asset Management
Massachusetts
$1.05M -$358K -5,871 -26%
LSERS
277
Louisiana State Employees Retirement System
Louisiana
$1.03M -$24.4K -400 -2%
DIA
278
Dean Investment Associates
Ohio
$1.01M -$10.1K -165 -1%
SAM
279
Shell Asset Management
Netherlands
$1.01M -$197K -3,237 -17%
GAM
280
Gotham Asset Management
New York
$1M +$966K +15,843 New
SCM
281
Shelton Capital Management
Colorado
$990K -$317K -5,200 -25%
TAF
282
Tredje AP-fonden
Sweden
$982K +$538K +8,826 +133%
Macquarie Group
283
Macquarie Group
Australia
$978K +$360K +5,900 +61%
Natixis Advisors
284
Natixis Advisors
Massachusetts
$966K +$58.8K +964 +7%
LS
285
Livforsakringsbolaget Skandia
Sweden
$943K -$567K -9,300 -38%
HAM
286
Highstreet Asset Management
Ontario, Canada
$926K +$895K +14,671 New
SGI
287
Summit Global Investments
Utah
$912K +$53.4K +876 +6%
N
288
Nuveen
North Carolina
$889K -$2.11M -34,531 -71%
TFA
289
Transamerica Financial Advisors
Florida
$880K +$488 +8 +0.1%
GC
290
Gilbert & Cook
Iowa
$879K -$47.1K -772 -5%
Jane Street
291
Jane Street
New York
$871K -$3.34M -54,840 -80%
KeyBank National Association
292
KeyBank National Association
Ohio
$861K +$47.8K +784 +6%
SFG
293
SevenBridge Financial Group
Pennsylvania
$859K +$828K +13,572 +9,048%
OMCS
294
Old Mutual Customised Solutions
South Africa
$836K +$143K +2,345 +22%
CONA
295
Capital One National Association
New York
$831K +$385K +6,311 +92%
EHWM
296
Eads & Heald Wealth Management
Georgia
$828K +$340K +5,575 +74%
Creative Planning
297
Creative Planning
Kansas
$825K -$25.9K -424 -3%
GS
298
GAM Systematic
United Kingdom
$824K +$77.9K +1,277 +11%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$806K +$238K +3,894 +44%
LIA
300
LS Investment Advisors
Michigan
$802K -$10.6K -173 -1%