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Principal Financial Group

705 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, 227 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.53M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$756M)

2% more funds holding

Funds holding: 689705 (+16)

0.48% less ownership

Funds ownership: 74.62%74.14% (-0.48%)

8% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
12.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
227
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
226
Weaver C. Barksdale & Associates
Tennessee
$1.78M -$63.9K -890 -3%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.76M +$355K +4,946 +25%
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$1.75M -$147K -2,045 -8%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$1.75M +$436K +6,070 +33%
Stifel Financial
230
Stifel Financial
Missouri
$1.7M +$91.9K +1,280 +6%
RC
231
RegentAtlantic Capital
New Jersey
$1.68M -$46.1K -642 -3%
WBC
232
Westpac Banking Corp
Australia
$1.67M
BPC
233
Banque Pictet & Cie
Switzerland
$1.67M +$1.66M +23,105 New
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$1.66M -$17K -237 -1%
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$1.62M +$127K +1,771 +9%
TRSOTSOK
236
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M +$1.59M +22,109 New
GCA
237
Greenwood Capital Associates
South Carolina
$1.58M +$74.7K +1,040 +5%
VI
238
Vestcor Inc
New Brunswick, Canada
$1.57M +$1.13M +15,665 +258%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$1.55M +$73.5K +1,023 +5%
E
240
Ergoteles
New York
$1.54M +$1.54M +21,420 New
Mariner
241
Mariner
Kansas
$1.54M +$34.5K +481 +2%
SO
242
STRS Ohio
Ohio
$1.54M -$573K -7,980 -27%
FIM
243
Freedom Investment Management
Connecticut
$1.53M +$16.8K +234 +1%
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$1.52M -$55.5K -772 -4%
TRCT
245
Tower Research Capital (TRC)
New York
$1.5M -$2.08M -28,982 -58%
BMSSC
246
B. Metzler seel. Sohn & Co
Germany
$1.47M +$183K +2,550 +14%
GAM
247
Gotham Asset Management
New York
$1.45M +$1.45M +20,133 New
LP
248
LMR Partners
United Kingdom
$1.45M +$876K +12,201 +156%
M&T Bank
249
M&T Bank
New York
$1.43M +$437K +6,079 +45%
IMRF
250
Illinois Municipal Retirement Fund
Illinois
$1.42M