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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
SPIA
301
Steward Partners Investment Advisory
New York
$706K +$31.5K +448 +4%
IA
302
IFP Advisors
Florida
$697K
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$695K -$21.7K -309 -3%
MCP
304
Martin Capital Partners
Oregon
$686K +$6.54K +93 +0.9%
DA
305
DCM Advisors
New York
$683K -$117K -1,659 -14%
HIC
306
Holderness Investments Company
North Carolina
$681K -$20.8K -295 -3%
UCFA
307
United Capital Financial Advisors
Texas
$680K -$104K -1,473 -13%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$673K +$44.3K +630 +7%
AFP
309
Ausdal Financial Partners
Iowa
$669K -$28.1K -400 -4%
BC
310
Burney Company
Virginia
$657K -$645K -9,167 -48%
CG
311
Colony Group
Massachusetts
$654K -$29.6K -421 -4%
WI
312
WBI Investments
New Jersey
$634K -$213K -3,026 -24%
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$19.1K -271 -3%
BCV
314
Banque Cantonale Vaudoise
Switzerland
$624K +$141K +2,000 +27%
Walleye Trading
315
Walleye Trading
New York
$613K +$646K +9,184 New
OWP
316
Obermeyer Wealth Partners
Colorado
$612K +$8.58K +122 +1%
CT
317
Chicago Trust
Illinois
$601K
Federated Hermes
318
Federated Hermes
Pennsylvania
$600K +$528K +7,511 +508%
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$594K -$20.1K -286 -3%
UB
320
UMB Bank
Missouri
$592K -$7.03K -100 -1%
SC
321
Savant Capital
Illinois
$589K +$1.83K +26 +0.3%
SS
322
Sunbelt Securities
Texas
$584K -$31.1K -442 -5%
VWA
323
V Wealth Advisors
Kansas
$581K +$611K +8,691 New
GC
324
Gilbert & Cook
Iowa
$577K +$9.64K +137 +2%
KA
325
Kintegral Advisory
New York
$572K +$12.8K +182 +2%