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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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$7.47M +$4.06M +66,551 +128%
AIG
127
American International Group
New York
$7.36M -$68.2K -1,118 -0.9%
QI
128
QS Investors
New York
$7.21M
DIA
129
Davidson Investment Advisors
Montana
$7.14M +$107K +1,748 +2%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$6.5M -$767K -12,577 -11%
PIA
131
Piedmont Investment Advisors
North Carolina
$6.43M +$109K +1,779 +2%
DWT
132
Dorsey & Whitney Trust
South Dakota
$6.3M -$264K -4,325 -4%
ISB
133
Iowa State Bank
Iowa
$6.28M +$91.1K +1,494 +2%
Nomura Asset Management
134
Nomura Asset Management
Japan
$6.06M -$10.2M -166,464 -63%
PP
135
Prudential plc
United Kingdom
$6.06M -$854K -14,000 -13%
ProShare Advisors
136
ProShare Advisors
Maryland
$5.96M +$193K +3,162 +3%
ERSOT
137
Employees Retirement System of Texas
Texas
$5.93M +$4.82M +79,000 +527%
MCIM
138
Meadow Creek Investment Management
Georgia
$5.88M +$3.17M +51,920 +126%
Victory Capital Management
139
Victory Capital Management
Texas
$5.87M +$1.14M +18,729 +25%
ASRS
140
Arizona State Retirement System
Arizona
$5.69M +$6.1K +100 +0.1%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$5.6M +$2.33M +38,199 +76%
AAM
142
Advisors Asset Management
Colorado
$5.59M -$350K -5,736 -6%
SOMRS
143
State of Michigan Retirement System
Michigan
$5.54M +$18.3K +300 +0.3%
GIBU
144
Gulf International Bank (UK)
United Kingdom
$5.47M +$61K +1,000 +1%
USAA
145
United Services Automobile Association
Texas
$5.45M +$35.7K +585 +0.7%
ANTB
146
AMG National Trust Bank
Colorado
$5.4M -$2.78M -45,592 -35%
LG
147
Leuthold Group
Minnesota
$5.32M -$120K -1,963 -2%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$5.19M
ZIG
149
Zurich Insurance Group
Switzerland
$4.99M +$586K +9,603 +14%
RJA
150
Raymond James & Associates
Florida
$4.94M -$657K -10,770 -12%