PFG icon

Principal Financial Group

702 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 224 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.49% less ownership

Funds ownership: 74.47%73.99% (-0.49%)

9% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$7.53M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$27.7M
3 +$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1 -$126M
2 -$67.5M
3 -$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.75M
227
$1.75M
228
$1.7M
229
$1.68M
230
$1.67M
231
$1.67M
232
$1.66M
233
$1.62M
234
$1.59M
235
$1.58M
236
$1.57M
237
$1.55M
238
$1.54M
239
$1.54M
240
$1.54M
241
$1.53M
242
$1.52M
243
$1.5M
244
$1.47M
245
$1.45M
246
$1.45M
247
$1.43M
248
$1.42M
249
$1.41M
250
$1.4M