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Principal Financial Group

689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 241 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.59M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

2.76% more ownership

Funds ownership: 71.87%74.62% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 237

0% more funds holding

Funds holding: 686689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

Holders
689
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
241
Reduced
237
Closed
54
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
226
Greenwood Capital Associates
South Carolina
$1.4M +$72.9K +1,037 +5%
Mariner
227
Mariner
Kansas
$1.4M +$219K +3,111 +18%
AIM
228
Achmea Investment Management
Netherlands
$1.39M
SG Americas Securities
229
SG Americas Securities
New York
$1.39M +$499K +7,089 +52%
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$1.38M -$311K -4,416 -18%
EMPI
231
Elo Mutual Pension Insurance
Finland
$1.38M -$18.1K -257 -1%
Creative Planning
232
Creative Planning
Kansas
$1.37M +$154K +2,185 +12%
Allspring Global Investments
233
Allspring Global Investments
North Carolina
$1.36M -$43.5K -618 -3%
BA
234
Bridgewater Associates
Connecticut
$1.34M -$578K -8,218 -29%
V
235
Veritable
Delaware
$1.33M +$51.1K +726 +4%
TCM
236
Twin Capital Management
Pennsylvania
$1.33M -$4.92K -70 -0.3%
OC
237
Oppenheimer & Co
New York
$1.32M +$217K +3,086 +18%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$1.31M +$492K +6,994 +55%
OTPPB
239
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.3M +$783K +11,129 +133%
CGH
240
Crossmark Global Holdings
Texas
$1.29M -$4.92K -70 -0.4%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$1.29M -$49.7K -706 -4%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$187K +2,663 +16%
SAM
243
Securian Asset Management
Minnesota
$1.27M -$47.1K -669 -3%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$1.25M +$31.7K +451 +2%
MA
245
Montag & Associates
Georgia
$1.24M -$70.3K -1,000 -5%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$1.24M +$59.6K +848 +5%
AG
247
Ascent Group
Virginia
$1.23M +$112K +1,595 +9%
RIM
248
Redwood Investment Management
Arizona
$1.23M -$4.71K -67 -0.4%
RT
249
Rockland Trust
Massachusetts
$1.21M -$59.4K -845 -4%
Truist Financial
250
Truist Financial
North Carolina
$1.2M +$172K +2,439 +16%