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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
API
301
Advisor Partners II
California
$923K +$919K +12,788 New
KWILP
302
Kiwi Wealth Investments Limited Partnership
New Zealand
$899K
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$896K -$30.9K -430 -3%
WB
304
West Bancorporation
Iowa
$895K -$1.15K -16 -0.1%
ACM
305
AlphaCrest Capital Management
New York
$885K -$963K -13,409 -52%
WI
306
WBI Investments
New Jersey
$873K +$187K +2,607 +27%
NMERB
307
New Mexico Educational Retirement Board
New Mexico
$870K -$101K -1,400 -10%
MCP
308
Martin Capital Partners
Oregon
$834K +$92.7K +1,290 +13%
QC
309
Quadrature Capital
United Kingdom
$830K +$827K +11,512 New
AWM
310
Adams Wealth Management
Utah
$818K -$49.1K -684 -6%
ECM
311
Everence Capital Management
Indiana
$806K
PT
312
Plimoth Trust
Massachusetts
$790K -$8.76K -122 -1%
SVWAG
313
Sound View Wealth Advisors Group
Georgia
$789K +$418K +5,814 +114%
SPIA
314
Steward Partners Investment Advisory
New York
$783K +$19.6K +273 +3%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$772K
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$734K +$6.61K +92 +0.9%
HIC
317
Holderness Investments Company
North Carolina
$733K -$2.59K -36 -0.4%
DA
318
DCM Advisors
New York
$727K -$9.19K -128 -1%
IA
319
IFP Advisors
Florida
$721K +$24.9K +346 +3%
APP
320
Alpha Paradigm Partners
Illinois
$710K +$205K +2,854 +41%
AFP
321
Ausdal Financial Partners
Iowa
$709K -$13.8K -192 -2%
BL
322
Balentine LLC
Georgia
$702K -$875K -12,176 -56%
EWM
323
Empirical Wealth Management
Washington
$697K -$84.4K -1,175 -11%
GC
324
Gilbert & Cook
Iowa
$687K -$52.1K -725 -8%
BC
325
Bridgefront Capital
Texas
$680K +$677K +9,430 New