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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
SAM
201
Sompo Asset Management
Japan
$2.52M -$115K -1,890 -5%
Stifel Financial
202
Stifel Financial
Missouri
$2.51M +$1.35M +22,069 +125%
AG
203
Advisor Group
Arizona
$2.46M +$429K +7,028 +22%
Nordea Investment Management
204
Nordea Investment Management
Sweden
$2.46M +$132K +2,165 +6%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$2.44M +$2.36M +38,729 New
FWIA
206
Fort Washington Investment Advisors
Ohio
$2.44M +$488 +8 +0%
MNA
207
Manning & Napier Advisors
New York
$2.41M -$167K -2,730 -7%
ACM
208
Alethea Capital Management
Washington
$2.41M +$2.33M +38,136 New
PLFAM
209
Pineno Levin & Ford Asset Management
Virginia
$2.4M
MSA
210
Mason Street Advisors
Wisconsin
$2.33M +$21.2K +347 +0.9%
SLAM
211
Swiss Life Asset Management
$2.33M +$1.51M +24,808 +204%
OTPPB
212
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M +$706K +11,572 +46%
B
213
BP
United Kingdom
$2.27M -$2.68M -44,000 -55%
CS
214
Candriam SCA
Luxembourg
$2.25M +$323K +5,289 +17%
MA
215
Montag & Associates
Georgia
$2.22M -$15.2K -250 -0.7%
RT
216
Rockland Trust
Massachusetts
$2.14M -$215K -3,520 -9%
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$2.11M +$1.29M +21,197 +172%
DnB Asset Management
218
DnB Asset Management
Norway
$2.11M +$305K +5,000 +18%
HighTower Advisors
219
HighTower Advisors
Illinois
$1.98M +$418K +6,858 +28%
WGCA
220
Wolf Group Capital Advisors
Virginia
$1.98M +$80.3K +1,317 +4%
CCA
221
Catalyst Capital Advisors
New York
$1.92M -$157K -2,580 -8%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$1.91M +$1.32M +21,639 +251%
AIMCA
223
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.9M -$354K -5,800 -16%
DWA
224
Dorsey Wright & Associates
California
$1.9M +$49.2K +806 +3%
TRSOTSOK
225
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M -$238K -3,900 -12%