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Principal Financial Group

614 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.14M

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1% more funds holding

Funds holding: 610614 (+4)

0.8% less ownership

Funds ownership: 72.71%71.92% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 228

2% less capital invested

Capital invested by funds: $11.7B → $11.4B (-$264M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
614
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
228
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$63.2M +$1.7M +30,110 +3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$55.4M +$3M +53,219 +6%
BCM
28
Bridgeway Capital Management
Texas
$55M
Swiss National Bank
29
Swiss National Bank
Switzerland
$52.6M +$583K +10,351 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$45.9M -$176K -3,118 -0.4%
CI
31
Conning Inc
Connecticut
$44.1M +$332K +5,894 +0.8%
CI
32
Cambiar Investors
Colorado
$42.1M -$1.29M -22,871 -3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$40.2M +$6.1M +108,274 +18%
Prudential Financial
34
Prudential Financial
New Jersey
$38.6M +$536K +9,515 +1%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$38M +$10.8M +191,602 +41%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$37M -$8.34M -148,100 -19%
LSV Asset Management
37
LSV Asset Management
Illinois
$36.3M -$1.42M -25,300 -4%
Axa
38
Axa
France
$36.3M +$8.98M +159,562 +34%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$36.2M +$21M +373,353 +144%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$36.1M -$5.22M -92,810 -13%
AA
41
ALPS Advisors
Colorado
$35.2M -$2.02M -35,866 -6%
Deutsche Bank
42
Deutsche Bank
Germany
$35M -$5.95M -105,718 -15%
Morgan Stanley
43
Morgan Stanley
New York
$33.1M -$1.64M -29,159 -5%
CS
44
Credit Suisse
Switzerland
$32.2M +$6.83M +121,382 +27%
AllianceBernstein
45
AllianceBernstein
Tennessee
$31.8M +$7.11M +126,300 +29%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$30.7M -$1.58M -28,120 -5%
SLAM
47
Swiss Life Asset Management
$30.5M -$1.66M -29,488 -5%
WCM
48
Wedge Capital Management
North Carolina
$29.6M -$277K -4,917 -0.9%
CCMG
49
Clark Capital Management Group
Pennsylvania
$28.5M +$28.1M +499,125 New
JIM
50
Jupiter Investment Management
United Kingdom
$27.6M +$24.6M +437,299 +943%