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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
FHA
376
Flagship Harbor Advisors
Massachusetts
$298K +$293K +4,800 New
QIM
377
Quest Investment Management
Oregon
$290K
YMRC
378
Yorktown Management & Research Company
Virginia
$284K
SBH
379
Segall Bryant & Hamill
Illinois
$281K
ICOA
380
Investment Centers of America
North Dakota
$279K -$15K -246 -5%
GXMC
381
Global X Management Company
New York
$277K +$60.6K +993 +29%
HIS
382
Horizon Investment Services
Indiana
$273K +$264K +4,333 New
P
383
Pitcairn
Pennsylvania
$269K -$732 -12 -0.3%
Tudor Investment Corp
384
Tudor Investment Corp
Connecticut
$265K -$409K -6,700 -61%
MYLI
385
Meiji Yasuda Life Insurance
Japan
$265K +$256K +4,200 New
IFS
386
Ifrah Financial Services
Arkansas
$257K -$11.1K -182 -4%
DCM
387
Driehaus Capital Management
Illinois
$255K -$22.3K -366 -8%
IRF
388
IBM Retirement Fund
New York
$252K -$1.35M -22,079 -88%
RBC
389
Ronald Blue & Co
Georgia
$243K -$5.18K -85 -2%
Fuller & Thaler Asset Management
390
Fuller & Thaler Asset Management
California
$240K
LOAME
391
Lombard Odier Asset Management (Europe)
United Kingdom
$238K -$19.6K -322 -8%
EP
392
Edgestream Partners
New Jersey
$236K +$228K +3,733 New
FM
393
Foster & Motley
Ohio
$232K +$2.87K +47 +1%
PAG
394
Private Advisor Group
New Jersey
$228K +$2.44K +40 +1%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$227K -$33.9K -555 -13%
WB
396
WesBanco Bank
West Virginia
$221K
TH
397
Timber Hill
Connecticut
$218K -$147K -2,418 -41%
SPIA
398
Steward Partners Investment Advisory
New York
$213K +$74.4K +1,220 +56%
WTB
399
Washington Trust Bank
Washington
$211K +$46.1K +755 +29%
LBC
400
Lowe Brockenbrough & Co
Virginia
$211K +$204K +3,350 New