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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
NFG
401
Next Financial Group
Texas
$24K -$12K -245 -31%
ACM
402
Armbruster Capital Management
New York
$22K +$24.2K +495 New
WP
403
WealthPLAN Partners
Nebraska
$20.7K +$56.6K +1,160 New
MMG
404
Monetary Management Group
Missouri
$20K
WEC
405
Winslow Evans & Crocker
Massachusetts
$19.7K
JWA
406
JFS Wealth Advisors
Pennsylvania
$18K
VIA
407
Vantage Investment Advisors
Pennsylvania
$18K
APSP
408
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K
AF
409
Allworth Financial
California
$17K +$49 +1 +0.3%
JFA
410
JNBA Financial Advisors
Minnesota
$17K +$5.81K +119 +44%
MWM
411
MinichMacGregor Wealth Management
New York
$15K +$14.6K +300 New
GAM
412
Gemmer Asset Management
California
$14K
Bessemer Group
413
Bessemer Group
New Jersey
$13K -$6.1K -125 -29%
OSNBOA
414
Old Second National Bank of Aurora
Illinois
$13K
WT
415
Whittier Trust
California
$13K
WAS
416
Winch Advisory Services
Wisconsin
$13K +$98 +2 +0.7%
Manulife (Manufacturers Life Insurance)
417
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7K -$113K -2,307 -0.8%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
HRC
419
Hoertkorn Richard Charles
$12K
HA
420
Harfst & Associates
Wyoming
$11K
DIA
421
Dana Investment Advisors
Wisconsin
$10.1K -$11.7M -239,977 -96%
SNT
422
Security National Trust
West Virginia
$10K
VNA
423
Valley National Advisers
Pennsylvania
$10K +$98 +2 +0.9%
DBT
424
Dubuque Bank & Trust
Iowa
$9K
OFS
425
Orrstown Financial Services
Pennsylvania
$9K