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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
VCM
526
Versant Capital Management
Arizona
$3K
MCM
527
MV Capital Management
Maryland
$2K
PK
528
Pflug Koory
Nebraska
$2K
WCM
529
Wealthcare Capital Management
Virginia
$2K
NR
530
Newfound Research
Massachusetts
$1K -$61 -1 -6%
FIB
531
First Interstate Bank
Montana
$1K
Lazard Asset Management
532
Lazard Asset Management
New York
$1K
BWM
533
Baystate Wealth Management
Massachusetts
$1K +$610 +10 New
SLF
534
Sun Life Financial
Ontario, Canada
$144 +$61 +1 +13%
Jacobs Levy Equity Management
535
Jacobs Levy Equity Management
New Jersey
-$21.5M -372,010 Closed
CIM
536
Calvert Investment Management
Maryland
-$10.6M -182,573 Closed
CC
537
Cipher Capital
New York
-$6.67M -115,347 Closed
Capstone Investment Advisors
538
Capstone Investment Advisors
New York
-$3.79M -65,500 Closed
IECM
539
Intrinsic Edge Capital Management
Illinois
-$2.72M -47,001 Closed
Nomura Holdings
540
Nomura Holdings
Japan
-$2.4M -41,300 Closed
GCP
541
GSA Capital Partners
United Kingdom
-$1.99M -34,308 Closed
QT
542
Quantbot Technologies
New York
-$1.38M -23,765 Closed
QC
543
Quadrature Capital
United Kingdom
-$1.36M -23,446 Closed
MAM
544
Martingale Asset Management
Massachusetts
-$1.25M -21,503 Closed
SCM
545
Stevens Capital Management
Pennsylvania
-$1.24M -21,460 Closed
PAM
546
Princeton Alpha Management
New Jersey
-$1.2M -20,714 Closed
TG
547
TCW Group
California
-$1.14M -19,750 Closed
JG
548
Jefferies Group
New York
-$916K -15,834 Closed
HCM
549
Highbridge Capital Management
New York
-$914K -15,792 Closed
EI
550
Elkhorn Investments
Illinois
-$821K -14,185 Closed