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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
SIM
451
Sentry Investment Management
Wisconsin
$42K -$705K -11,554 -95%
PHK
452
Point72 Hong Kong
Hong Kong
$39K -$4.94K -81 -12%
PA
453
Parallel Advisors
California
$39K +$3.96K +65 +12%
BCM
454
Blume Capital Management
California
$38K
SWA
455
Sutton Wealth Advisors
Florida
$37.2K
SV
456
Stilwell Value
New York
$35K
CAW
457
Cornerstone Advisors (Washington)
Washington
$33K
EA
458
Edge Advisors
Georgia
$33K
DBT
459
Dubuque Bank & Trust
Iowa
$33K +$2.87K +47 +10%
EFSCE
460
Enterprise Financial Services Corp (EFSC)
Missouri
$28K
MMG
461
Monetary Management Group
Missouri
$28K
WEC
462
Winslow Evans & Crocker
Massachusetts
$27.6K
TSW
463
Thompson Siegel & Walmsley
Virginia
$25K
AAP
464
Arax Advisory Partners
Colorado
$24K
GAM
465
Gemmer Asset Management
California
$24K
FCB
466
First Command Bank
Texas
$23K -$11K -180 -33%
FCFS
467
First Command Financial Services
Texas
$23K -$11K -180 -33%
JWA
468
JFS Wealth Advisors
Pennsylvania
$23K
AIM
469
Arcadia Investment Management
Michigan
$20K -$11.9K -195 -38%
WB
470
Webster Bank
Connecticut
$19K
AP
471
Atwood & Palmer
Missouri
$19K +$18.4K +302 New
OC
472
Oakworth Capital
Alabama
$18K -$5.49K -90 -24%
MWM
473
MinichMacGregor Wealth Management
New York
$18K
WAS
474
Winch Advisory Services
Wisconsin
$18K
HRC
475
Hoertkorn Richard Charles
$17K