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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B +$114M +1,862,125 +7%
NLI
2
Nippon Life Insurance
Japan
$1.14B
BlackRock
3
BlackRock
New York
$1.12B +$1.04B +16,969,140 +2,276%
Capital Research Global Investors
4
Capital Research Global Investors
California
$979M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$894M -$172M -2,817,337 -17%
State Street
6
State Street
Massachusetts
$860M +$7.56M +123,961 +0.9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$647M -$1.49M -24,425 -0.2%
Northern Trust
8
Northern Trust
Illinois
$392M +$2.41M +39,525 +0.6%
Harris Associates
9
Harris Associates
Illinois
$298M -$3.34M -54,800 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$268M -$66.8M -1,095,478 -20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$236M +$5.16M +84,575 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$170M +$14.7M +240,899 +10%
MPI
13
Mairs & Power Inc
Minnesota
$164M -$9.16M -150,144 -5%
JHIU
14
Janus Henderson Investors US
Colorado
$150M +$116M +1,903,190 +399%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$94.7M +$21.3M +349,372 +30%
Legal & General Group
16
Legal & General Group
United Kingdom
$92M +$2.72M +44,647 +3%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$91.2M -$22M -361,018 -20%
Norges Bank
18
Norges Bank
Norway
$87.4M -$11M -180,290 -12%
Ameriprise
19
Ameriprise
Minnesota
$85.1M -$10.5M -172,953 -11%
Bank of America
20
Bank of America
North Carolina
$84.8M -$136K -2,237 -0.2%
TA
21
Teachers Advisors
New York
$79.1M -$13.1M -214,212 -15%
Charles Schwab
22
Charles Schwab
California
$77.3M +$5.16M +84,551 +7%
Goldman Sachs
23
Goldman Sachs
New York
$70.2M +$734K +12,031 +1%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$65.4M -$91.3K -1,497 -0.1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$64.3M +$13.3M +218,400 +27%