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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
PIA
151
Piedmont Investment Advisors
North Carolina
$4.97M +$292K +5,179 +6%
EVM
152
Eaton Vance Management
Massachusetts
$4.62M -$284K -5,039 -6%
RCM
153
Riverhead Capital Management
Delaware
$4.59M -$719K -12,775 -14%
US Bancorp
154
US Bancorp
Minnesota
$4.49M -$269K -4,784 -6%
AAM
155
Advisors Asset Management
Colorado
$4.42M +$621K +11,032 +17%
B
156
BP
United Kingdom
$4.4M +$2.76M +49,000 +175%
XK
157
Xact Kapitalforvaltning
Sweden
$4.4M +$246K +4,362 +6%
DF
158
Donoghue Forlines
Massachusetts
$4.36M -$2.09M -37,174 -33%
SAM
159
Shell Asset Management
Netherlands
$4.28M -$86.6K -1,538 -2%
SOADOR
160
State of Alaska Department of Revenue
Alaska
$4.22M -$656K -11,652 -14%
MPM
161
Meritage Portfolio Management
Kansas
$4.21M +$85.6K +1,520 +2%
FCM
162
Flinton Capital Management
Pennsylvania
$4.18M -$643K -11,424 -13%
ASRS
163
Arizona State Retirement System
Arizona
$4.12M -$95K -1,687 -2%
Comerica Bank
164
Comerica Bank
Texas
$4.06M -$141K -2,501 -3%
MIM
165
MetLife Investment Management
New Jersey
$4.03M -$47.6K -845 -1%
Capital Fund Management (CFM)
166
Capital Fund Management (CFM)
France
$3.98M -$4.54M -80,700 -54%
CIC
167
Cornercap Investment Counsel
Georgia
$3.82M +$79.3K +1,409 +2%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$3.78M -$4.18M -74,187 -53%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$3.76M -$49.8K -885 -1%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$3.68M +$262K +4,653 +8%
Nomura Asset Management
171
Nomura Asset Management
Japan
$3.67M -$1.28M -22,668 -26%
BCIM
172
British Columbia Investment Management
British Columbia, Canada
$3.63M -$1.59M -28,217 -31%
BFG
173
Beacon Financial Group
Texas
$3.62M -$29.4K -522 -0.8%
PI
174
PineBridge Investments
New York
$3.58M -$462K -8,212 -12%
SOMRS
175
State of Michigan Retirement System
Michigan
$3.56M +$22.5K +400 +0.6%