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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
CPA
501
Clear Perspective Advisors
Illinois
$10K
TFO
502
Tarbox Family Office
California
$10K
BTIS
503
BB&T Investment Services
North Carolina
$10K +$1.52K +25 +19%
WA
504
WealthTrust-Arizona
Arizona
$9K
WA
505
Winfield Associates
Ohio
$9K +$8.54K +140 New
WTC
506
WhitTier Trust Company
Nevada
$8K
APSP
507
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K -$15.9K -261 -69%
FWM
508
Focused Wealth Management
New York
$7K
QAM
509
QCI Asset Management
New York
$7K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$6.31K
SIM
511
Sonora Investment Management
Arizona
$6.31K +$6.1K +100 New
BFEC
512
Benjamin F. Edwards & Company
Missouri
$6K
AIM
513
Advantage Investment Management
Iowa
$6K +$6.1K +100 New
PG
514
Patten Group
Tennessee
$6K +$6.1K +100 New
AAF
515
Andra AP-fonden
Sweden
$5.31K -$775K -12,700 -13%
EWM
516
Evercore Wealth Management
New York
$5K -$1.52K -25 -24%
MRCM
517
M&R Capital Management
New Jersey
$5K
RFA
518
Reilly Financial Advisors
California
$5K
AA
519
Apriem Advisors
California
$4K
CBT
520
Central Bank & Trust
Kentucky
$4K
PFBT
521
Parkside Financial Bank & Trust
Missouri
$4K
IWM
522
IHT Wealth Management
Illinois
$4K +$61 +1 +1%
AssetMark Inc
523
AssetMark Inc
California
$4K +$3.48K +57 New
LYV
524
Live Your Vision
Pennsylvania
$3K
RFM
525
Royal Fund Management
Florida
$3K