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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
American Century Companies
101
American Century Companies
Missouri
$10.4M -$27M -442,865 -73%
APG Asset Management
102
APG Asset Management
Netherlands
$10.3M -$1.58M -25,900 -14%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$10.1M -$2.19M -35,885 -18%
WG
104
Winton Group
United Kingdom
$9.97M -$2.18M -35,752 -18%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$9.93M -$280K -4,594 -3%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$9.89M -$1.23M -20,116 -11%
ACI
107
AMP Capital Investors
Australia
$9.69M +$939K +15,402 +11%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$9.66M -$4.82M -79,023 -34%
TAM
109
Tealwood Asset Management
Minnesota
$9.5M +$182K +2,976 +2%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$9.45M -$202K -3,317 -2%
3C
111
361 Capital
Colorado
$9.43M +$1.04M +17,095 +13%
Citigroup
112
Citigroup
New York
$9.37M +$3.32M +54,446 +58%
EP
113
Elkfork Partners
Oregon
$9.09M +$4.89M +80,240 +126%
JIM
114
Jupiter Investment Management
United Kingdom
$8.97M +$8.2M +134,445 +1,736%
PA
115
Pinnacle Associates
New York
$8.88M +$134K +2,200 +2%
GC
116
Grimes & Company
Massachusetts
$8.75M -$105K -1,725 -1%
HA
117
Heartland Advisors
Wisconsin
$8.71M -$1.36M -22,366 -14%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$8.4M -$132K -2,161 -2%
BFG
119
Beacon Financial Group
Texas
$8.24M -$60.1K -986 -0.7%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$8.16M +$148K +2,426 +2%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$7.94M -$24.8K -406 -0.3%
UBS Group
122
UBS Group
Switzerland
$7.79M +$1.5M +24,662 +25%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.77M
TD Asset Management
124
TD Asset Management
Ontario, Canada
$7.76M +$296K +4,850 +4%
GHCM
125
Glen Harbor Capital Management
California
$7.48M +$4.03M +66,080 +126%