We are live on ! Find out more
PFG icon

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
SA
426
SRH Advisors
Kansas
$9K
HI
427
Hudock Inc
Pennsylvania
$9K +$49 +1 +0.5%
BFEC
428
Benjamin F. Edwards & Company
Missouri
$9K +$4.88K +100 +100%
MFT
429
Moisand Fitzgerald Tamayo
Florida
$9K +$10.3K +210 New
MFW
430
Mosaic Family Wealth
Missouri
$9K +$10.4K +214 New
CAL
431
Capital Advisors Ltd
Ohio
$8K
CTB
432
Country Trust Bank
Illinois
$8K
IWMPD
433
Integrated Wealth Management (Palm Desert)
California
$8K
First Manhattan
434
First Manhattan
New York
$7K
SJIM
435
St. Johns Investment Management
Florida
$7K
TFO
436
Tarbox Family Office
California
$7K +$390 +8 +5%
KCPG
437
Kavar Capital Partners Group
Kansas
$6K
WA
438
WealthTrust-Arizona
Arizona
$6K
WTC
439
WhitTier Trust Company
Nevada
$6K
AWM
440
Avior Wealth Management
Nebraska
$5K -$5.13K -105 -50%
FWM
441
Focused Wealth Management
New York
$5K
KF
442
Krilogy Financial
Missouri
$5K
DPA
443
Delphi Private Advisors
California
$5K +$5.66K +116 New
Loomis, Sayles & Company
444
Loomis, Sayles & Company
Massachusetts
$5K +$5.76K +118 New
HCM
445
Horrell Capital Management
Arkansas
$4K
RFA
446
Reilly Financial Advisors
California
$4K
ZB
447
Zions Bancorporation
Utah
$4K
AFP
448
Ausdal Financial Partners
Iowa
$4K +$4.88K +100 New
PHK
449
Point72 Hong Kong
Hong Kong
$4K +$4.88K +100 New
TSU
450
TD Securities (USA)
New York
$3K -$4.69K -96 -61%