We are live on ! Find out more
PFG icon

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
JFA
476
JNBA Financial Advisors
Minnesota
$17K
WA
477
WFG Advisors
Texas
$17K
EDRH
478
Edmond de Rothschild Holding
Switzerland
$17K +$16.8K +275 New
KF
479
Krilogy Financial
Missouri
$15K
VNA
480
Valley National Advisers
Pennsylvania
$15K
ZB
481
Zions Bancorporation
Utah
$15K +$488 +8 +3%
LWM
482
LBA Wealth Management
Florida
$14K
PWM
483
Perigon Wealth Management
California
$14K
HI
484
Hudock Inc
Pennsylvania
$14K +$61 +1 +0.4%
MFW
485
Mosaic Family Wealth
Missouri
$14K +$61 +1 +0.5%
FMTCOCP
486
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13.9K
SBL
487
Sargent Bickham Lagudis
Colorado
$13K
SA
488
SRH Advisors
Kansas
$13K
PCP
489
Proficio Capital Partners
Massachusetts
$13K +$3.29K +54 +33%
DAM
490
Delta Asset Management
Tennessee
$13K +$12.3K +201 New
WPA
491
West Paces Advisors
Georgia
$12.7K
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$4.88K -80 -29%
CTB
493
Country Trust Bank
Illinois
$12K
OFW
494
Omnia Family Wealth
Florida
$12K
VIA
495
Vantage Investment Advisors
Pennsylvania
$12K
BIG
496
Bellwether Investment Group
Tennessee
$11K -$97.5K -1,598 -90%
CAL
497
Capital Advisors Ltd
Ohio
$11K
First Manhattan
498
First Manhattan
New York
$11K
SSB
499
Sandy Spring Bank
Maryland
$11K +$11K +180 New
AIL
500
AGF Investments LLC
Ontario, Canada
$10K -$3.9K -64 -30%