PFG icon

Principal Financial Group

702 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, 224 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.49% less ownership

Funds ownership: 74.47%73.99% (-0.49%)

9% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$7.53M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$27.7M
3 +$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1 -$126M
2 -$67.5M
3 -$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$896K
302
$895K
303
$885K
304
$873K
305
$870K
306
$834K
307
$830K
308
$818K
309
$806K
310
$790K
311
$789K
312
$783K
313
$772K
314
$734K
315
$733K
316
$727K
317
$721K
318
$710K
319
$709K
320
$702K
321
$697K
322
$687K
323
$680K
324
$675K
325
$665K