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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
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$1.18M +$433K +6,029 +58%
V
277
Veritable
Delaware
$1.17M -$265K -3,695 -19%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$1.17M
NB
279
Norinchukin Bank
Japan
$1.17M +$156K +2,171 +16%
PAM
280
Panagora Asset Management
Massachusetts
$1.16M -$11.9K -165 -1%
DF
281
Donoghue Forlines
Massachusetts
$1.11M +$1.11M +15,410 New
N
282
Natixis
France
$1.1M -$53.7M -747,652 -98%
PA
283
PSI Advisors
Florida
$1.1M
AIM
284
Acropolis Investment Management
Missouri
$1.1M +$24.4K +340 +2%
DADC
285
D.A. Davidson & Co
Montana
$1.09M -$28.9K -402 -3%
LSERS
286
Louisiana State Employees Retirement System
Louisiana
$1.07M -$7.18K -100 -0.7%
GA
287
GoalVest Advisory
New York
$1.07M +$150K +2,085 +16%
FWP
288
FAS Wealth Partners
Kansas
$1.07M +$213K +2,961 +25%
Connor, Clark & Lunn Investment Management (CC&L)
289
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M +$674K +9,377 +175%
FM
290
Foster & Motley
Ohio
$1.06M -$28.1K -391 -3%
OAM
291
Oppenheimer Asset Management
New York
$1.05M -$5.6K -78 -0.5%
PFO
292
Pathstone Family Office
New Jersey
$1.03M +$775K +10,790 +313%
FG
293
Foster Group
Iowa
$1.01M -$33.2K -462 -3%
MLICM
294
Metropolitan Life Insurance Company (MetLife)
New York
$996K -$25.5K -355 -3%
GCM
295
Glaxis Capital Management
Florida
$994K
S
296
Seeyond
France
$960K -$77.3K -1,076 -7%
IF
297
Intrua Financial
Texas
$950K -$239K -3,332 -20%
PA
298
Pinnacle Associates
New York
$950K +$22.8K +318 +2%
MML Investors Services
299
MML Investors Services
Massachusetts
$928K +$644K +8,972 +231%
SDIC
300
South Dakota Investment Council
South Dakota
$926K