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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
CIA
326
Capital Investment Advisors
Georgia
$517K -$62.4K -1,023 -11%
FAAS
327
First Allied Advisory Services
California
$514K +$105K +1,715 +27%
VKH
328
Virtu KCG Holdings
New York
$513K -$719K -11,795 -59%
DVM
329
Dreman Value Management
Florida
$511K
IAM
330
Integre Asset Management
New York
$510K
CL
331
Choreo LLC
Illinois
$505K -$7.32K -120 -1%
LP
332
LMR Partners
United Kingdom
$501K -$1.46M -23,972 -75%
VIM
333
Veritas Investment Management
United Kingdom
$484K
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$457K -$26.3K -431 -6%
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$456K -$87.4K -1,433 -17%
MSV
336
MN Services Vermogensbeheer
Netherlands
$453K +$15.2K +249 +3%
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$448K
W
338
Wealthfront
California
$448K +$54K +886 +14%
GP
339
Girard Partners
Pennsylvania
$445K +$116K +1,906 +37%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$438K +$51.5K +844 +14%
GWM
341
Geneos Wealth Management
Colorado
$434K +$2.44K +40 +0.6%
II
342
IFM Investors
Australia
$431K +$137K +2,240 +49%
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$428K -$8.54K -140 -2%
ZCA
344
Zeke Capital Advisors
Pennsylvania
$420K +$406K +6,657 New
CPC
345
Cookson Peirce & Co
Pennsylvania
$417K +$11.6K +190 +3%
CC
346
ClearArc Capital
Ohio
$413K +$3.66K +60 +0.9%
ECM
347
Everence Capital Management
Indiana
$410K
HC
348
Henshaw Capital
Massachusetts
$401K
S
349
SignatureFD
Georgia
$398K -$1.28K -21 -0.3%
NPC
350
National Planning Corporation
California
$388K -$32.3K -530 -8%