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Principal Financial Group
436 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
128% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $10.2M
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 138
5% more funds holding
Funds holding: 414 → 436 (+22)
0.38% less ownership
Funds ownership: 68.52% → 68.14% (-0.38%)
1% less capital invested
Capital invested by funds: $10.3B → $10.3B (-$59.9M)
Holders
436
Holders Change
+22
Holders Change %
+5.31%
% of All Funds
11.75%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
46
Increased
164
Reduced
138
Closed
23
Calls
$23.3M
Puts
$10.2M
Net Calls
+$13.1M
Net Calls Change
+$8.62M
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$82.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$52.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$51.2M |
| 4 |
JP Morgan Chase
New York
|
+$36.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$35M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$338M |
| 2 |
Goldman Sachs
New York
|
-$45.4M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$26.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$23.2M |
| 5 |
Axa
Paris,
France
|
-$23.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
451
Symphony Asset Management
San Francisco,
California
| – | -$326K | -6,343 | Closed |
|
|
DFIM
452
Detwiler Fenton Investment Management
Boston,
Massachusetts
| – | -$276K | -5,372 | Closed |
|
|
N
453
Natixis
Paris,
France
| – | -$247K | -4,814 | Closed |
|
454
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$241K | -4,700 | Closed |
|
|
LS
455
Lupo Securities
Chicago,
Illinois
| – | -$236K | -4,587 | Closed |
|
|
CA
456
Cornerstone Advisors
Asheville,
North Carolina
| – | -$205K | -4,000 | Closed |
|
|
PCM
457
Parsons Capital Management
Providence,
Rhode Island
| – | -$53K | -1,040 | Closed |
|
|
BCMIO
458
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$10K | -202 | Closed |
|
|
ZB
459
Zions Bancorporation
Salt Lake City,
Utah
| – | -$6K | -111 | Closed |
|
|
HCM
460
Horrell Capital Management
Little Rock,
Arkansas
| – | -$5K | -100 | Closed |
|