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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
ACM
301
Apex Capital Management
Ohio
$390K
Nomura Holdings
302
Nomura Holdings
Japan
$383K +$187K +3,832 +82%
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$375K -$18.7K -383 -4%
CW
304
Cobiz Wealth
Colorado
$364K
IAM
305
Integre Asset Management
New York
$364K
B
306
Barings
North Carolina
$354K -$1.39M -28,400 -78%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$342K +$5.37K +110 +1%
CL
308
Choreo LLC
Illinois
$342K +$20.5K +420 +6%
AB
309
Amalgamated Bank
New York
$341K -$123K -2,523 -25%
NB
310
Nicolet Bankshares
Wisconsin
$341K +$438K +8,968 New
EHWM
311
Eads & Heald Wealth Management
Georgia
$334K +$363K +7,435 New
PA
312
Profund Advisors
Maryland
$332K +$68.6K +1,405 +24%
ECM
313
ETrade Capital Management
Virginia
$319K +$57.8K +1,184 +20%
QI
314
Quotient Investors
New York
$315K -$404K -8,274 -54%
AAM
315
Aureus Asset Management
Massachusetts
$315K -$48.8K -1,000 -13%
TCM
316
Tetrem Capital Management
Manitoba, Canada
$314K +$53.7K +1,100 +19%
TG
317
TLP Group
Illinois
$305K +$331K +6,778 New
William Blair & Company
318
William Blair & Company
Illinois
$304K +$16.4K +337 +5%
CC
319
ClearArc Capital
Ohio
$299K +$390 +8 +0.1%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$297K -$14.6K -300 -4%
FAAS
321
First Allied Advisory Services
California
$296K +$29K +594 +10%
VRS
322
Virginia Retirement Systems
Virginia
$282K +$2.98K +61 +1%
VFS
323
VSR Financial Services
Kansas
$282K +$55.4K +1,136 +22%
EGM
324
Engineers Gate Manager
New York
$278K +$302K +6,178 New
PI
325
Putnam Investments
Massachusetts
$277K