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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
AG
76
Aperio Group
California
$14.7M +$544K +9,658 +4%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$14.5M -$462K -8,200 -3%
GC
78
Guggenheim Capital
Illinois
$14.5M -$1.09M -19,434 -7%
MSV
79
MN Services Vermogensbeheer
Netherlands
$13.9M +$5.61M +99,724 +70%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$13.3M +$5.22M +92,758 +67%
APG Asset Management
81
APG Asset Management
Netherlands
$13.1M +$9.29M +164,956 +192%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$13M -$720K -12,791 -5%
AIMCA
83
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.9M +$5.02M +89,200 +65%
Canada Life
84
Canada Life
Manitoba, Canada
$12.6M -$92.8K -1,648 -0.7%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$12.4M +$14.9K +264 +0.1%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$12.3M +$12.1M +214,800 New
CGH
87
Crossmark Global Holdings
Texas
$11.5M -$140K -2,481 -1%
DA
88
Denali Advisors
California
$10.9M +$33.8K +600 +0.3%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$10.8M +$2.48M +44,100 +30%
CI Investments Inc
90
CI Investments Inc
Ontario, Canada
$10.5M +$10.4M +183,962 New
CM
91
Capital Management
Virginia
$10.5M -$579K -10,278 -5%
Asset Management One
92
Asset Management One
Japan
$10.2M -$1.1M -19,526 -10%
AIM
93
Artemis Investment Management
United Kingdom
$10.2M +$2.16M +38,300 +27%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$10M +$1.67M +29,695 +20%
GIM
95
Goelzer Investment Management
Indiana
$9.79M -$220K -3,907 -2%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$9.54M +$281K +5,000 +3%
N
97
Natixis
France
$9.47M -$7.89M -140,102 -46%
CB
98
Commerce Bank
Missouri
$9.39M +$5.34M +94,866 +136%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$9.29M -$8.32M -147,787 -48%
DIA
100
Davidson Investment Advisors
Montana
$9.19M -$24.2K -429 -0.3%