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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
TCOV
426
Trust Company of Vermont
Vermont
$93K
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K
MIC
428
MU Investments Company
Japan
$76K +$73.2K +1,200 New
WC
429
Whitnell & Co
Illinois
$75K
GLI
430
Guardian Life Insurance
New York
$65K +$915 +15 +1%
FHA
431
First Horizon Advisors
Tennessee
$64K +$14.1K +231 +29%
CFA
432
Carroll Financial Associates
North Carolina
$61K -$3.78K -62 -6%
MCM
433
Manchester Capital Management
Vermont
$61K
M
434
MOTCO
Texas
$61K
PB
435
Pinnacle Bancorp
Nebraska
$61K +$59.3K +973 New
FFC
436
First Financial Corp
Indiana
$60K
PMFA
437
Plante Moran Financial Advisors
Michigan
$60K +$4.15K +68 +8%
AF
438
Allworth Financial
California
$55K
MA
439
MCF Advisors
Kentucky
$55K
SF
440
Synovus Financial
Georgia
$55K +$10.6K +174 +25%
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$52K -$570K -9,342 -92%
IP
442
Isthmus Partners
Wisconsin
$52K
SGAM
443
Smith Group Asset Management
Texas
$50K -$1.83K -30 -4%
NFG
444
Next Financial Group
Texas
$49K -$14.6K -240 -24%
RIM
445
Rampart Investment Management
Connecticut
$47K -$839K -13,763 -95%
IR
446
Invictus RG
Bermuda
$46K +$44.3K +727 New
TWA
447
TCI Wealth Advisors
Arizona
$45K
TCM
448
Tradewinds Capital Management
Washington
$45K
ACM
449
Armbruster Capital Management
New York
$44K
RAM
450
Riggs Asset Management
Pennsylvania
$44K