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Principal Financial Group

461 hedge funds and large institutions have $8.94B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $5.5M

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 146

5% more funds holding

Funds holding: 441461 (+20)

0.26% more ownership

Funds ownership: 67.77%68.03% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $9.44B → $8.94B (-$502M)

Holders
461
Holders Change
+20
Holders Change %
+4.54%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
59
Increased
161
Reduced
146
Closed
35
Calls
$16.1M
Puts
$5.5M
Net Calls
+$10.6M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
176
Smith Hayes Advisers
Nebraska
$2.26M -$432K -8,861 -15%
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.25M +$2.44M +50,087 New
LPL Financial
178
LPL Financial
California
$2.23M +$1.23M +25,245 +100%
CS
179
Comerica Securities
Michigan
$2.23M -$190K -3,894 -7%
VIA
180
Vident Investment Advisory
Georgia
$2.21M +$1.9M +39,014 +389%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$2.2M +$20.5K +420 +0.9%
MHI
182
Miller Howard Investments
New York
$2.18M -$5.32K -109 -0.2%
RG
183
Renaissance Group
Kentucky
$2.12M -$115K -2,361 -5%
KBC Group
184
KBC Group
Belgium
$2.1M -$460K -9,419 -17%
BCM
185
BTC Capital Management
Iowa
$2.1M +$150K +3,068 +7%
BCP
186
Blue Chip Partners
Michigan
$2.09M +$20.1K +411 +0.9%
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.06M +$35.7K +731 +2%
EA
188
Euclid Advisors
Connecticut
$1.98M +$2.15M +44,001 New
OPERF
189
Oregon Public Employees Retirement Fund
Oregon
$1.94M +$4.88K +100 +0.2%
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
$1.87M +$2.03M +41,500 New
ATIA
191
American Trust Investment Advisors
New Hampshire
$1.86M -$188K -3,850 -9%
MA
192
Montag & Associates
Georgia
$1.76M -$97.6K -2,000 -5%
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$1.75M +$670K +13,720 +54%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$1.75M +$102K +2,100 +6%
CCM
195
CrestPoint Capital Management
Missouri
$1.73M -$34.2K -700 -2%
FWIA
196
Fort Washington Investment Advisors
Ohio
$1.72M
CB
197
Commerce Bank
Missouri
$1.7M -$20K -410 -1%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M -$117K -2,400 -6%
PLFAM
199
Pineno Levin & Ford Asset Management
Virginia
$1.64M
USGIU
200
U.S. Global Investors (USGI)
Texas
$1.64M +$1.78M +36,400 New