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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
NB
276
Norinchukin Bank
Japan
$934K +$286K +4,063 +41%
GCM
277
Glaxis Capital Management
Florida
$920K +$9.07K +129 +0.9%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$899K -$49.2K -700 -5%
KWILP
279
Kiwi Wealth Investments Limited Partnership
New Zealand
$899K +$947K +13,457 New
Grantham, Mayo, Van Otterloo & Co (GMO)
280
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$895K -$7.29M -103,600 -89%
CAGAS
281
Capital Advisory Group Advisory Services
Minnesota
$888K -$3.17K -45 -0.3%
APG Asset Management
282
APG Asset Management
Netherlands
$885K -$3.73M -53,000 -79%
AP
283
Advisor Partners
California
$880K +$77K +1,095 +9%
PA
284
Pinnacle Associates
New York
$858K +$23.3K +331 +3%
SDIC
285
South Dakota Investment Council
South Dakota
$857K
GA
286
GoalVest Advisory
New York
$846K +$894K +12,704 +158,800%
WB
287
West Bancorporation
Iowa
$830K -$4.22K -60 -0.5%
O
288
Ossiam
France
$824K +$149K +2,115 +21%
M&T Bank
289
M&T Bank
New York
$812K +$161K +2,286 +20%
AWM
290
Adams Wealth Management
Utah
$803K -$19.5K -277 -2%
FWP
291
FAS Wealth Partners
Kansas
$790K -$22.9K -325 -3%
VVP
292
Venture Visionary Partners
Ohio
$775K +$123K +1,742 +18%
MC
293
Miramar Capital
Illinois
$773K
ECM
294
Everence Capital Management
Indiana
$746K
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$745K +$47.7K +678 +6%
MP
296
McDonald Partners
Ohio
$743K
PT
297
Plimoth Trust
Massachusetts
$740K -$36.1K -513 -4%
EWM
298
Empirical Wealth Management
Washington
$724K -$216K -3,072 -22%
EOJOAM
299
E. Ohman J:or Asset Management
Sweden
$715K -$281K -4,000 -27%
NIMI
300
Natixis Investment Managers International
France
$711K +$351K +4,996 +88%