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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
PAM
351
Princeton Alpha Management
New Jersey
$201K -$667K -13,673 -75%
GHA
352
GW Henssler & Associates
Georgia
$200K +$217K +4,450 New
FMT
353
First Mercantile Trust
Tennessee
$189K
IA
354
IFP Advisors
Florida
$184K +$200K +4,099 New
SEC
355
Seven Eight Capital
New York
$182K +$197K +4,046 New
MAM
356
Mizuho Asset Management
Japan
$174K +$24.1K +494 +15%
MCM
357
McKinley Capital Management
Alaska
$173K -$187K -3,829 -50%
JIM
358
Jupiter Investment Management
United Kingdom
$160K -$4.41M -90,360 -96%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$152K -$12.5K -257 -7%
SG Americas Securities
360
SG Americas Securities
New York
$134K -$727K -14,890 -83%
SC
361
SRB Corp
Massachusetts
$132K
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$119K +$22.7K +466 +21%
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
$114K +$124K +2,531 New
SIG
364
Schooner Investment Group
Pennsylvania
$110K
HNB
365
Huntington National Bank
Ohio
$101K -$52.2K -1,070 -32%
NIMI
366
Natixis Investment Managers International
France
$95K
MFS
367
MSI Financial Services
Massachusetts
$94K +$49.6K +1,016 +94%
WTB
368
Washington Trust Bank
Washington
$88K -$59.3K -1,215 -38%
MCM
369
Manchester Capital Management
Vermont
$84K
PAM
370
PartnerRe Asset Management
Connecticut
$83K -$152K -3,124 -63%
PAIA
371
Park Avenue Institutional Advisers
New York
$79K -$2.88K -59 -3%
DOA
372
D'Orazio & Associates
Virginia
$76K +$5.66K +116 +7%
OAM
373
Orinda Asset Management
California
$72K
VFA
374
Virtus Fund Advisers
Connecticut
$71K
QCG
375
Quadrant Capital Group
Ohio
$69K +$830 +17 +1%