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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
AQR Capital Management
176
AQR Capital Management
Connecticut
$3.82M +$2.33M +38,222 +172%
EIM
177
ExxonMobil Investment Management
Texas
$3.75M -$156K -2,557 -4%
AIA
178
Affinity Investment Advisors
California
$3.61M
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$3.6M +$172K +2,817 +5%
PI
180
PineBridge Investments
New York
$3.56M +$3.24M +53,157 +1,666%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$3.5M -$126K -2,067 -4%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$3.41M +$1.42M +23,321 +76%
CCMH
183
Cornerstone Capital Management Holdings
New York
$3.34M -$8.49M -139,200 -72%
PDN
184
Pensionfund DSM Netherlands
Netherlands
$3.29M +$3.18M +52,200 New
SG Americas Securities
185
SG Americas Securities
New York
$3.25M -$1.32M -21,722 -30%
MAM
186
Meeder Asset Management
Ohio
$3.25M +$77.7K +1,274 +3%
FHC
187
First Houston Capital
Texas
$3.21M +$149K +2,450 +5%
CB
188
Commerce Bank
Missouri
$3.18M +$82.2K +1,347 +3%
URS
189
Utah Retirement Systems
Utah
$3.09M +$6.1K +100 +0.2%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$3.06M +$2.14M +35,081 +260%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$2.95M +$480K +7,865 +20%
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
$2.82M +$48.4K +793 +2%
RG
193
Renaissance Group
Kentucky
$2.81M -$25.2K -413 -0.9%
CIC
194
Cornercap Investment Counsel
Georgia
$2.77M +$106K +1,740 +4%
VIA
195
Vident Investment Advisory
Georgia
$2.75M -$777K -12,734 -23%
SCM
196
Sterling Capital Management
North Carolina
$2.71M +$252K +4,125 +11%
CCM
197
Cadence Capital Management
Massachusetts
$2.7M -$94.4K -1,548 -3%
CBOA
198
Commonwealth Bank of Australia
Australia
$2.67M +$87.3K +1,432 +4%
DADC
199
D.A. Davidson & Co
Montana
$2.55M -$4.11M -67,345 -63%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$2.54M +$272K +4,459 +12%