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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
MNBTD
126
Moody National Bank Trust Division
Texas
$6.69M
ANTB
127
AMG National Trust Bank
Colorado
$6.56M -$833K -14,788 -11%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$6.49M -$409K -7,268 -6%
Royal London Asset Management
129
Royal London Asset Management
United Kingdom
$6.2M -$195K -3,464 -3%
WG
130
Winton Group
United Kingdom
$6.19M +$6.1M +108,365 New
ProShare Advisors
131
ProShare Advisors
Maryland
$6.16M +$1.29M +22,890 +27%
Public Sector Pension Investment Board (PSP Investments)
132
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.14M +$4.15M +73,665 +218%
DWT
133
Dorsey & Whitney Trust
South Dakota
$5.99M +$79K +1,403 +1%
KBC Group
134
KBC Group
Belgium
$5.91M -$11.8M -209,465 -67%
PA
135
Pinnacle Associates
New York
$5.76M +$13.9K +247 +0.2%
MCIM
136
Meadow Creek Investment Management
Georgia
$5.75M -$884K -15,708 -13%
CS
137
Candriam SCA
Luxembourg
$5.67M +$3.16M +56,129 +131%
Bessemer Group
138
Bessemer Group
New Jersey
$5.63M -$263K -4,670 -5%
Aviva
139
Aviva
United Kingdom
$5.56M -$267K -4,735 -5%
AIG
140
American International Group
New York
$5.56M -$21.4K -381 -0.4%
USAA
141
United Services Automobile Association
Texas
$5.51M -$5.78M -102,662 -52%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.46M +$20K +356 +0.4%
ISB
143
Iowa State Bank
Iowa
$5.4M +$48.2K +857 +0.9%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$5.35M +$710K +12,610 +16%
DA
145
Duality Advisers
Florida
$5.29M +$1.7M +30,230 +48%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$5.22M +$2.41M +42,887 +88%
Principal Financial Group
147
Principal Financial Group
Iowa
$5.16M -$16.4K -292 -0.3%
PP
148
Palladium Partners
Virginia
$5.12M +$4.63M +82,298 +1,600%
CM
149
Churchill Management
California
$5.07M -$216K -3,838 -4%
DIP
150
DT Investment Partners
Pennsylvania
$5.05M +$313K +5,558 +7%