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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
HFS
401
HL Financial Services
Kentucky
$210K -$33.7K -552 -14%
ZIM
402
Zacks Investment Management
Illinois
$209K +$202K +3,305 New
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$207K -$13.7K -225 -6%
Two Sigma Investments
404
Two Sigma Investments
New York
$206K -$103K -1,690 -34%
William Blair & Company
405
William Blair & Company
Illinois
$205K +$200K +3,275 New
TAM
406
Tocqueville Asset Management
New York
$202K -$18.9K -310 -9%
OC
407
Oppenheimer & Co
New York
$202K +$195K +3,197 New
SC
408
SRB Corp
Massachusetts
$188K
AIM
409
Anchor Investment Management
South Carolina
$187K
CIA
410
Cascade Investment Advisors
Oregon
$186K
AIM
411
Acrospire Investment Management
Illinois
$177K -$73.1K -1,198 -30%
JCM
412
Jacobi Capital Management
Pennsylvania
$167K +$122K +2,003 +291%
FMT
413
First Mercantile Trust
Tennessee
$164K -$97.6K -1,600 -38%
GRP
414
Global Retirement Partners
California
$158K +$6.1K +100 +4%
CTC
415
Central Trust Company
Missouri
$137K +$3.17K +52 +2%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K +$116K +1,900 +1,900%
DOA
417
D'Orazio & Associates
Virginia
$125K
QCG
418
Quadrant Capital Group
Ohio
$123K
NIMI
419
Natixis Investment Managers International
France
$119K -$113K -1,850 -49%
CHC
420
City Holding Co
West Virginia
$112K
HNB
421
Huntington National Bank
Ohio
$102K -$30.5K -500 -24%
VFA
422
Virtus Fund Advisers
Connecticut
$100K
CLOS
423
Compagnie Lombard Odier SCmA
Switzerland
$98K -$9.52K -156 -9%
PG
424
PEAK6 Group
Illinois
$97K -$844K -13,844 -90%
ACS
425
Archford Capital Strategies
Illinois
$94K -$1.09M -17,913 -92%