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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
AIP
351
Ameritas Investment Partners
Nebraska
$388K -$14.9K -244 -4%
IAA
352
Independent Advisor Alliance
North Carolina
$388K +$5K +82 +1%
AWA
353
Arete Wealth Advisors
Illinois
$387K +$59.7K +979 +19%
JIC
354
Johnson Investment Counsel
Ohio
$377K +$364K +5,975 New
AP
355
Advisor Partners
California
$374K -$11K -181 -3%
V
356
Veritable
Delaware
$372K -$3.96K -65 -1%
LCM
357
Laurion Capital Management
New York
$366K +$354K +5,800 New
PM
358
Parametrica Management
Hong Kong
$363K +$351K +5,757 New
PI
359
Putnam Investments
Massachusetts
$350K -$18.3K -300 -5%
Calamos Advisors
360
Calamos Advisors
Illinois
$349K -$52.5K -860 -13%
Pacer Advisors
361
Pacer Advisors
Pennsylvania
$349K +$10.7K +176 +3%
Cetera Investment Advisers
362
Cetera Investment Advisers
Illinois
$343K
UCFA
363
United Capital Financial Advisors
Texas
$339K +$24.6K +403 +8%
Federated Hermes
364
Federated Hermes
Pennsylvania
$337K -$87.2K -1,430 -21%
PL
365
Parkwood LLC
Ohio
$337K +$326K +5,343 New
CG
366
Cutler Group
California
$337K +$326K +5,350 New
CA
367
Commerzbank Aktiengesellschaft
Germany
$334K -$190K -3,110 -37%
SC
368
Savant Capital
Illinois
$319K +$61 +1 +0%
Truist Financial
369
Truist Financial
North Carolina
$317K -$111K -1,814 -27%
CCG
370
Cypress Capital Group
Florida
$316K
TMAM
371
Tokio Marine Asset Management
Japan
$314K -$85K -1,393 -22%
GLA
372
Great Lakes Advisors
Illinois
$312K +$302K +4,951 New
CGT
373
Capital Guardian Trust
California
$308K
FMBTD
374
First Midwest Bank Trust Division
Illinois
$303K +$12.2K +200 +4%
CSS
375
Cubist Systematic Strategies
Connecticut
$300K -$598K -9,802 -67%