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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
TRCT
551
Tower Research Capital (TRC)
New York
-$583K -10,091 Closed
RFCA
552
R&F Capital Advisors
New York
-$546K -9,438 Closed
VF
553
Virtu Financial
New York
-$537K -9,283 Closed
BC
554
Burney Company
Virginia
-$430K -7,435 Closed
WC
555
Wexford Capital
Florida
-$325K -5,620 Closed
BFM
556
Boothbay Fund Management
New York
-$1.28K -5,391 Closed
SB
557
Suntrust Banks
Georgia
-$266K -4,604 Closed
Jennison Associates
558
Jennison Associates
New York
-$250K -4,327 Closed
ZDA
559
Zweig-DiMenna Associates
New York
-$249K -4,300 Closed
BMC
560
Benin Management Corp
Connecticut
-$231K -4,000 Closed
QAM
561
Quantres Asset Management
Cayman Islands
-$220K -3,800 Closed
Citadel Advisors
562
Citadel Advisors
Florida
-$222K -3,645 Closed
FIM
563
Freedom Investment Management
Connecticut
-$210K -3,625 Closed
TG
564
TLP Group
Illinois
-$187K -3,232 Closed
ACM
565
Americafirst Capital Management
California
-$125K -2,167 Closed
NYLT
566
New York Life Trust
New York
-$78K -1,347 Closed
NEI
567
Northwest & Ethical Investments
Ontario, Canada
-$75.2K -1,300 Closed
Twin Tree Management
568
Twin Tree Management
Texas
-$74K -1,274 Closed
FPFS
569
First Personal Financial Services
North Carolina
-$58K -995 Closed
KLI
570
Kelman-Lazarov Inc
Tennessee
-$53.8K -930 Closed
NFM
571
North Forty Management
Washington
-$32K -560 Closed
FNBT
572
FineMark National Bank & Trust
Florida
-$31K -530 Closed
MBT
573
Montecito Bank & Trust
California
-$19K -325 Closed
IWA
574
IBEX Wealth Advisors
New Jersey
-$9K -149 Closed
EF
575
Empirical Finance
Pennsylvania
-$8K -130 Closed