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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
DnB Asset Management
176
DnB Asset Management
Norway
$3.4M +$81.9K +1,454 +3%
RJA
177
Raymond James & Associates
Florida
$3.3M +$235K +4,182 +8%
SWMG
178
Signature Wealth Management Group
Georgia
$3.28M +$10.7K +190 +0.3%
AG
179
Advisor Group
Arizona
$3.28M -$300K -5,336 -9%
MGIA
180
Moneta Group Investment Advisors
Missouri
$3.23M +$29.3K +520 +0.9%
TAM
181
Tealwood Asset Management
Minnesota
$3.21M -$61.9K -1,099 -2%
AC
182
Allstate Corporation
Illinois
$3.18M +$455K +8,089 +17%
Mirae Asset Global Investments
183
Mirae Asset Global Investments
South Korea
$3.15M +$1.56M +27,622 +100%
Caisse de Depot et Placement du Quebec (CDPQ)
184
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.04M +$95.7K +1,700 +3%
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$3.03M +$511K +9,073 +21%
LPL Financial
186
LPL Financial
California
$3M +$257K +4,561 +9%
URS
187
Utah Retirement Systems
Utah
$3M +$11.3K +200 +0.4%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.92M +$698K +12,400 +32%
BPM
189
Bowling Portfolio Management
Ohio
$2.86M +$2.82M +50,021 New
DILIC
190
Dai-ichi Life Insurance Company
Japan
$2.81M
DIA
191
Dean Investment Associates
Ohio
$2.8M +$75.6K +1,343 +3%
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$2.79M -$444K -7,878 -14%
TPSF
193
Texas Permanent School Fund
Texas
$2.76M -$93.5K -1,661 -3%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$2.74M +$510K +9,051 +23%
DCM
195
Dupont Capital Management
Delaware
$2.7M +$2.43M +43,186 +1,059%
BWM
196
BerganKDV Wealth Management
Minnesota
$2.61M +$55.1K +978 +2%
SAM
197
Sompo Asset Management
Japan
$2.55M +$646K +11,480 +35%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$2.41M +$36.4K +646 +2%
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$2.39M +$447K +7,947 +24%
Rafferty Asset Management
200
Rafferty Asset Management
New York
$2.38M -$341K -6,051 -13%