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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
IIM
301
Intact Investment Management
Quebec, Canada
$789K -$159K -2,600 -17%
OI
302
Oakbrook Investments
Illinois
$789K -$57.9K -950 -7%
Massachusetts Financial Services
303
Massachusetts Financial Services
Massachusetts
$781K -$824K -13,517 -52%
M&T Bank
304
M&T Bank
New York
$740K -$11.4K -187 -2%
HIC
305
Holderness Investments Company
North Carolina
$737K
VFA
306
Voya Financial Advisors
Connecticut
$735K -$6.28K -103 -0.9%
NBC
307
Neuberger Berman Canada
Ontario, Canada
$716K +$692K +11,348 New
CI
308
Cigna Investments
Connecticut
$711K +$86.7K +1,422 +14%
FI
309
FormulaFolio Investments
Michigan
$699K -$223K -3,657 -25%
CAM
310
Carret Asset Management
New York
$663K -$30.5K -500 -5%
AAM
311
American Asset Management
Florida
$656K +$183 +3 +0%
NB
312
Nicolet Bankshares
Wisconsin
$639K -$32K -525 -5%
WAM
313
Wolverine Asset Management
Illinois
$631K +$610K +10,000 New
Caisse de Depot et Placement du Quebec (CDPQ)
314
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$629K -$817K -13,400 -57%
NB
315
Norinchukin Bank
Japan
$593K +$66.6K +1,092 +13%
FAN
316
Financial Advisors Network
California
$577K +$49.7K +815 +10%
GH
317
GAM Holding
Switzerland
$574K
MYAM
318
Meiji Yasuda Asset Management
Japan
$566K +$250K +4,100 +84%
ASN
319
Advisory Services Network
Georgia
$557K +$538K +8,828 New
OAM
320
Oppenheimer Asset Management
New York
$556K +$538K +8,817 New
PA
321
Profund Advisors
Maryland
$546K -$6.28K -103 -1%
BF
322
BOK Financial
Oklahoma
$542K -$5.98K -98 -1%
Envestnet Asset Management
323
Envestnet Asset Management
Illinois
$535K +$27.6K +453 +6%
Neuberger Berman Group
324
Neuberger Berman Group
New York
$522K -$427 -7 -0.1%
FBFS
325
First Business Financial Services
Wisconsin
$519K -$20.6K -337 -4%