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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
MCP
201
Martin Capital Partners
Oregon
$2.36M +$45.3K +805 +2%
MOACM
202
Mutual of America Capital Management
New York
$2.36M +$5.57K +99 +0.2%
ARTA
203
A.R.T. Advisors
New York
$2.35M +$1.05M +18,600 +83%
ZIM
204
Zacks Investment Management
Illinois
$2.35M +$2.31M +41,061 New
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$2.34M
DADC
206
D.A. Davidson & Co
Montana
$2.34M +$35.1K +624 +2%
MSL
207
Mackay Shields LLC
New York
$2.33M -$1.86M -33,100 -45%
KM
208
Kalos Management
Georgia
$2.29M +$2.26M +40,133 New
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$2.27M +$9.12K +162 +0.4%
SCM
210
Sterling Capital Management
North Carolina
$2.24M +$1.44M +25,650 +189%
AB
211
Amalgamated Bank
New York
$2.21M -$43.3K -769 -2%
EI
212
EDMP Inc
Florida
$2.21M +$725K +12,878 +48%
NC
213
NewSquare Capital
Pennsylvania
$2.13M +$111K +1,975 +6%
MSA
214
Mason Street Advisors
Wisconsin
$2.11M -$338 -6 -0%
OAM
215
Oxford Asset Management
United Kingdom
$2.11M -$869K -15,440 -30%
OSNBOA
216
Old Second National Bank of Aurora
Illinois
$2.08M +$18.9K +336 +0.9%
Holocene Advisors
217
Holocene Advisors
New York
$2.07M -$131K -2,321 -6%
HSA
218
Hussman Strategic Advisors
Maryland
$2.06M +$2.03M +36,000 New
PLFAM
219
Pineno Levin & Ford Asset Management
Virginia
$2.04M
FWIA
220
Fort Washington Investment Advisors
Ohio
$2M +$651K +11,563 +49%
MA
221
Montag & Associates
Georgia
$1.87M -$23.4K -415 -1%
Wealthfront Advisers
222
Wealthfront Advisers
California
$1.87M -$588K -10,452 -24%
II
223
IFM Investors
Australia
$1.87M +$708K +12,568 +62%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$1.85M +$15.6K +277 +0.9%
SG Americas Securities
225
SG Americas Securities
New York
$1.81M +$95.1K +1,689 +6%