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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
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$30.4M -$889K -14,576 -3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$30.4M +$11.1M +181,816 +61%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$30.3M -$1.03M -16,842 -3%
Credit Agricole
54
Credit Agricole
France
$30.2M -$4.65M -76,189 -14%
FWCM
55
Ferguson Wellman Capital Management
Oregon
$29.7M +$6.57M +107,650 +30%
AllianceBernstein
56
AllianceBernstein
Tennessee
$29.5M -$139K -2,275 -0.5%
First Trust Advisors
57
First Trust Advisors
Illinois
$28.9M +$1.48M +24,247 +6%
LSV Asset Management
58
LSV Asset Management
Illinois
$27M -$1.3M -21,300 -5%
ACM
59
Argent Capital Management
Missouri
$27M +$282K +4,618 +1%
KBC Group
60
KBC Group
Belgium
$26.2M +$6.79M +111,281 +37%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$25.3M +$21.6M +353,787 +746%
CI
62
Conning Inc
Connecticut
$25M -$410K -6,724 -2%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$24.2M +$256K +4,200 +1%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$23.8M -$165K -2,710 -0.7%
CM
65
Churchill Management
California
$23.3M +$633K +10,386 +3%
MLM
66
Mount Lucas Management
Pennsylvania
$21.2M +$8.14M +133,530 +66%
NSAM
67
North Star Asset Management
Wisconsin
$20.8M -$358K -5,872 -2%
GIA
68
Gateway Investment Advisers
Ohio
$20.7M -$113K -1,860 -0.6%
CCMG
69
Clark Capital Management Group
Pennsylvania
$20M +$10.8M +176,280 +125%
UB
70
UMB Bank
Missouri
$18.4M +$311K +5,101 +2%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$17.9M +$5.61M +91,900 +48%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M +$1.13M +18,557 +7%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$16.7M +$6.54M +107,258 +68%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$16.3M +$376K +6,165 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.6M +$14.8M +241,975 +4,989%