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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$27.2M +$48.2K +856 +0.2%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$26.9M +$135K +2,399 +0.5%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$26.1M +$44.9K +798 +0.2%
A
54
AustralianSuper
Australia
$24.5M -$2.09M -37,119 -8%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$23.7M -$376K -6,686 -2%
Victory Capital Management
56
Victory Capital Management
Texas
$23.6M +$6.5M +115,421 +39%
National Pension Service
57
National Pension Service
South Korea
$23.4M +$1.17M +20,857 +5%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$21.9M +$19.5M +346,119 +934%
ORIO
59
Old Republic International (ORI)
Illinois
$21.8M -$6.53M -116,000 -23%
ACM
60
Argent Capital Management
Missouri
$21.3M -$274K -4,866 -1%
Barclays
61
Barclays
United Kingdom
$21.1M -$11M -196,155 -35%
Citigroup
62
Citigroup
New York
$20.8M -$6.21M -110,338 -23%
NSAM
63
North Star Asset Management
Wisconsin
$20.2M +$143K +2,533 +0.7%
Allianz Asset Management
64
Allianz Asset Management
Germany
$20M +$3.75M +66,642 +24%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$19.9M -$103K -1,829 -0.5%
Two Sigma Investments
66
Two Sigma Investments
New York
$19.5M -$13.1M -233,238 -41%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$19.1M -$2.3M -40,800 -11%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$18.7M +$24.4K +434 +0.1%
UBS Group
69
UBS Group
Switzerland
$18.5M -$394K -6,999 -2%
Man Group
70
Man Group
United Kingdom
$16.8M -$2.6M -46,174 -14%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$16.7M +$2.44M +43,331 +17%
Wells Fargo
72
Wells Fargo
California
$15.6M +$159K +2,823 +1%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M +$2.61M +46,294 +21%
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$15.4M -$510K -9,066 -3%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$15.1M +$10.5M +187,142 +244%