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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
CG
376
Colony Group
Massachusetts
$63K
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K -$7.81K -160 -10%
GLI
378
Guardian Life Insurance
New York
$58K -$15.4K -316 -20%
ST
379
Spot Trading
Illinois
$58K +$39.6K +811 +172%
TRCT
380
Tower Research Capital (TRC)
New York
$56K +$60.7K +1,243 New
IP
381
Isthmus Partners
Wisconsin
$49K
CFA
382
Carroll Financial Associates
North Carolina
$46K
AIA
383
Allegis Investment Advisors
Idaho
$46K +$49.9K +1,022 New
PMFA
384
Plante Moran Financial Advisors
Michigan
$39K +$8.64K +177 +26%
FNBT
385
FineMark National Bank & Trust
Florida
$38K
FHA
386
First Horizon Advisors
Tennessee
$37K
SAMC
387
Shinko Asset Management Company
Japan
$37K
DAM
388
Delta Asset Management
Tennessee
$34K
NCM
389
Nelson Capital Management
California
$34K
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$33K
TWA
391
TCI Wealth Advisors
Arizona
$32K
TCM
392
Tradewinds Capital Management
Washington
$32K
RAM
393
Riggs Asset Management
Pennsylvania
$31K
TSW
394
Thompson Siegel & Walmsley
Virginia
$28K -$18.9K -388 -39%
QAM
395
QCI Asset Management
New York
$28K
BCM
396
Blume Capital Management
California
$27K
M
397
MOTCO
Texas
$27K
FFC
398
First Financial Corp
Indiana
$26K
SV
399
Stilwell Value
New York
$25K
SF
400
Synovus Financial
Georgia
$25K +$4.88K +100 +21%