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Principal Financial Group

662 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 202 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 214

6% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $28.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.4M
Puts
$28.1M
Net Calls
Net Calls Change

Top Buyers

1 +$685M
2 +$90.4M
3 +$60.4M
4
BlackRock
BlackRock
New York
+$35.7M
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$774K
302
$773K
303
$759K
304
$755K
305
$754K
306
$751K
307
$735K
308
$732K
309
$731K
310
$725K
311
$719K
312
$692K
313
$691K
314
$690K
315
$683K
316
$668K
317
$663K
318
$654K
319
$651K
320
$644K
321
$639K
322
$621K
323
$618K
324
$614K
325
$611K