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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
BMSSC
251
B. Metzler seel. Sohn & Co
Germany
$1.19M -$62.7K -892 -5%
VPIM
252
Vanguard Personalized Indexing Management
California
$1.19M +$445K +6,333 +55%
OIA
253
OneDigital Investment Advisors
Kansas
$1.18M +$211 +3 +0%
KRS
254
Kentucky Retirement Systems
Kentucky
$1.17M +$138K +1,956 +13%
Franklin Resources
255
Franklin Resources
California
$1.16M +$38K +540 +3%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$1.15M +$51.4K +731 +4%
TI
257
Tidal Investments
Wisconsin
$1.12M +$78.4K +1,114 +7%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$1.11M -$914K -12,991 -44%
TPA
259
Trivium Point Advisory
Connecticut
$1.1M +$48.9K +695 +4%
IF
260
Intrua Financial
Texas
$1.1M +$335K +4,764 +41%
PAM
261
Panagora Asset Management
Massachusetts
$1.09M +$33.1K +470 +3%
CS
262
Candriam SCA
Luxembourg
$1.08M -$392K -5,578 -26%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$1.08M +$155K +2,205 +16%
Nordea Investment Management
264
Nordea Investment Management
Sweden
$1.06M +$90.1K +1,281 +9%
DADC
265
D.A. Davidson & Co
Montana
$1.04M -$6.19K -88 -0.6%
PA
266
PSI Advisors
Florida
$1.02M -$58.7K -834 -5%
CA
267
CoreCap Advisors
Michigan
$1.01M +$209K +2,973 +24%
PAS
268
Park Avenue Securities
New York
$1.01M +$77.1K +1,096 +8%
FM
269
Foster & Motley
Ohio
$1.01M +$94.7K +1,346 +10%
AIM
270
Acropolis Investment Management
Missouri
$998K +$66.7K +948 +7%
OAM
271
Oppenheimer Asset Management
New York
$982K -$821K -11,668 -44%
FG
272
Foster Group
Iowa
$964K -$42.4K -603 -4%
S
273
Seeyond
France
$961K +$346K +4,921 +52%
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$952K -$28.1K -400 -3%
MLICM
275
Metropolitan Life Insurance Company (MetLife)
New York
$945K -$59K -839 -6%