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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
VPIM
251
Vanguard Personalized Indexing Management
California
$1.41M +$133K +1,849 +10%
OC
252
Oppenheimer & Co
New York
$1.4M -$35.3K -492 -2%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$1.39M +$184K +2,558 +15%
EMPI
254
Elo Mutual Pension Insurance
Finland
$1.37M -$116K -1,613 -8%
Creative Planning
255
Creative Planning
Kansas
$1.37M -$107K -1,495 -7%
AIMCA
256
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.37M +$1.36M +18,942 New
CGH
257
Crossmark Global Holdings
Texas
$1.37M -$23.9K -333 -2%
SAM
258
Securian Asset Management
Minnesota
$1.35M -$22K -306 -2%
MA
259
Montag & Associates
Georgia
$1.34M
TPA
260
Trivium Point Advisory
Connecticut
$1.33M +$40.2K +560 +3%
CAN
261
Cetera Advisor Networks
California
$1.32M -$481K -6,700 -27%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$72.5K -1,010 -5%
KRS
263
Kentucky Retirement Systems
Kentucky
$1.31M +$50.5K +703 +4%
TI
264
Tidal Investments
Wisconsin
$1.29M +$81.8K +1,139 +7%
CI
265
Conning Inc
Connecticut
$1.27M -$5.8M -80,684 -82%
OIA
266
OneDigital Investment Advisors
Kansas
$1.27M -$3.73K -52 -0.3%
RT
267
Rockland Trust
Massachusetts
$1.26M -$46.3K -645 -4%
RIM
268
Redwood Investment Management
Arizona
$1.26M -$67.7K -943 -5%
CA
269
CoreCap Advisors
Michigan
$1.25M +$156K +2,173 +14%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$1.24M +$646 +9 +0.1%
SG Americas Securities
271
SG Americas Securities
New York
$1.21M -$291K -4,051 -20%
Neuberger Berman Group
272
Neuberger Berman Group
New York
$1.2M +$31.2K +435 +3%
CPO
273
Cerity Partners OCIO
New York
$1.2M -$4.84M -67,390 -80%
Grantham, Mayo, Van Otterloo & Co (GMO)
274
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2M +$230K +3,200 +24%
VVP
275
Venture Visionary Partners
Ohio
$1.18M +$345K +4,801 +41%