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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
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$9.19M
Aberdeen Group
102
Aberdeen Group
United Kingdom
$9.01M -$174K -3,088 -2%
Squarepoint
103
Squarepoint
New York
$9M +$8.87M +157,477 New
EP
104
Elkfork Partners
Oregon
$8.89M -$1.37M -24,276 -13%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$8.84M -$6.65M -118,152 -43%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$8.81M -$5.57M -99,002 -39%
ERIM
107
Eagle Ridge Investment Management
Connecticut
$8.63M -$52.9K -939 -0.6%
Impax Asset Management Group
108
Impax Asset Management Group
United Kingdom
$8.42M +$994K +17,648 +14%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$8.27M -$638K -11,327 -7%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$8.06M -$2.34M -41,590 -23%
QI
111
QS Investors
New York
$8M +$4.91M +87,211 +166%
SFI
112
Susquehanna Fundamental Investments
Pennsylvania
$7.95M
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$7.6M -$501K -8,906 -6%
WI
114
WBI Investments
New Jersey
$7.44M -$5.42M -96,322 -43%
ACI
115
AMP Capital Investors
Australia
$7.43M -$1.52M -26,974 -17%
GHCM
116
Glen Harbor Capital Management
California
$7.32M -$1.13M -19,992 -13%
AAMU
117
Amundi Asset Management US
Massachusetts
$7.16M -$627K -11,134 -8%
MIH
118
Madison Investment Holdings
Wisconsin
$7.16M -$12.9K -230 -0.2%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$7.05M +$50.2K +891 +0.7%
FAF
120
Fjarde Ap-fonden
Sweden
$7.01M +$563K +10,000 +9%
ANI
121
American National Insurance
Texas
$7M
AAF
122
Andra AP-fonden
Sweden
$6.94M +$124K +2,200 +2%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$6.83M +$560K +9,951 +9%
Citadel Advisors
124
Citadel Advisors
Florida
$6.78M -$6.29M -111,798 -49%
PAM
125
Palisade Asset Management
Minnesota
$6.76M +$294K +5,220 +5%