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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
CAW
451
Cornerstone Advisors (Washington)
Washington
$3K
GXMC
452
Global X Management Company
New York
$3K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$2K -$342 -7 -13%
VCM
454
Versant Capital Management
Arizona
$2K +$2.39K +49 New
PCP
455
Proficio Capital Partners
Massachusetts
$2K +$2.64K +54 New
FAM
456
Formidable Asset Management
Ohio
$1K
WCM
457
Wealthcare Capital Management
Virginia
$1K
CFG
458
Citizens Financial Group
Rhode Island
$1K +$1.27K +26 New
MA
459
MUFG Americas
New York
$1K +$1.51K +31 New
N
460
Nuveen
North Carolina
$882 +$15.4K +316 +2%
SI
461
Sentry Investments
Ontario, Canada
$211 +$229K +4,700 New
Capital International Investors
462
Capital International Investors
California
-$45.4M -958,000 Closed
BCM
463
Bridgeway Capital Management
Texas
-$8.18M -172,800 Closed
LBC
464
Lowe Brockenbrough & Co
Virginia
-$4.73M -99,962 Closed
MAM
465
Martingale Asset Management
Massachusetts
-$1.29M -27,227 Closed
CPIM
466
Columbia Partners Investment Management
Virginia
-$897K -18,952 Closed
Natixis Advisors
467
Natixis Advisors
Massachusetts
-$892K -18,834 Closed
PP
468
PDT Partners
New York
-$676K -14,288 Closed
POA
469
Pergamon Offshore Advisors
New York
-$648K -13,692 Closed
AIM
470
Assured Investment Management
New York
-$603K -12,741 Closed
CC
471
Cipher Capital
New York
-$595K -12,575 Closed
BFG
472
Beacon Financial Group
Texas
-$527K -11,262 Closed
CLOS
473
Compagnie Lombard Odier SCmA
Switzerland
-$478K -10,100 Closed
JIC
474
Johnson Investment Counsel
Ohio
-$462K -9,773 Closed
MYLI
475
Meiji Yasuda Life Insurance
Japan
-$399K -8,420 Closed