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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
TPSF
151
Texas Permanent School Fund
Texas
$4.93M -$124K -2,030 -3%
Bessemer Group
152
Bessemer Group
New Jersey
$4.78M -$8.9K -146 -0.2%
RCM
153
Riverhead Capital Management
Delaware
$4.73M +$2.54M +41,680 +125%
TCM
154
Twin Capital Management
Pennsylvania
$4.69M -$49K -804 -1%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$4.57M +$1.59M +26,091 +56%
AAM
156
Aberdeen Asset Management
United Kingdom
$4.5M -$90.5K -1,484 -2%
MOACM
157
Mutual of America Capital Management
New York
$4.5M +$2.3M +37,770 +113%
US Bancorp
158
US Bancorp
Minnesota
$4.45M -$203K -3,330 -5%
AIM
159
Achmea Investment Management
Netherlands
$4.35M +$4.21M +68,979 New
Comerica Bank
160
Comerica Bank
Texas
$4.28M -$74.6K -1,223 -2%
FCM
161
Flinton Capital Management
Pennsylvania
$4.28M +$2.3M +37,760 +126%
BCP
162
Blue Chip Partners
Michigan
$4.25M +$246K +4,037 +6%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$4.22M -$170K -2,781 -4%
SEI Investments
164
SEI Investments
Pennsylvania
$4.21M +$2M +32,774 +97%
HIMCH
165
Hartford Investment Management Co (HIMCO)
Connecticut
$4.14M -$105K -1,721 -3%
EVM
166
Eaton Vance Management
Massachusetts
$4.12M
BCM
167
BTC Capital Management
Iowa
$4.11M +$95.4K +1,564 +2%
XK
168
Xact Kapitalforvaltning
Sweden
$4.11M
B
169
Barings
North Carolina
$4.1M +$1.98M +32,464 +100%
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$3.88M +$3.39M +55,536 +933%
MGIA
171
Moneta Group Investment Advisors
Missouri
$3.88M +$9.15K +150 +0.2%
I
172
IberiaBank
Louisiana
$3.88M -$834K -13,674 -18%
FAF
173
Fjarde Ap-fonden
Sweden
$3.87M -$203K -3,333 -5%
WI
174
WBI Investments
New Jersey
$3.85M +$3.72M +60,940 New
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.83M +$116K +1,900 +3%