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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
SEI Investments
326
SEI Investments
Pennsylvania
$571K +$601K +8,546 New
IG
327
ING Group
Netherlands
$569K -$2.31M -32,823 -79%
CSB
328
City State Bank
Iowa
$565K +$132K +1,872 +28%
AC
329
Allstate Corporation
Illinois
$557K -$15.5K -220 -3%
CAM
330
Carret Asset Management
New York
$555K
BW
331
Basepoint Wealth
Iowa
$553K +$4.71K +67 +0.8%
KRSITF
332
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$536K +$60.4K +858 +12%
CFGS
333
Concourse Financial Group Securities
Alabama
$529K +$51.7K +735 +10%
BBVA
334
Banco Bilbao Vizcaya Argentaria
Spain
$525K +$141K +2,003 +34%
LP
335
LMR Partners
United Kingdom
$524K +$73.9K +1,051 +15%
WFM
336
Wolff Financial Management
Michigan
$522K
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$517K -$41.6K -592 -7%
MYAM
338
Meiji Yasuda Asset Management
Japan
$513K +$21.8K +310 +4%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$490K +$49.6K +705 +11%
PAM
340
Palisade Asset Management
Minnesota
$484K
HAG
341
HighPoint Advisor Group
Illinois
$478K +$507K +7,204 New
STCOSD
342
Sageworth Trust Company of South Dakota
South Dakota
$470K -$157K -2,235 -24%
CAG
343
Csenge Advisory Group
Florida
$470K +$36.9K +524 +8%
MAG
344
Mokosak Advisory Group
Iowa
$467K +$4.57K +65 +0.9%
APP
345
Alpha Paradigm Partners
Illinois
$466K +$461K +6,559 +1,554%
UIA
346
UBP Investment Advisors
Switzerland
$460K +$480K +6,829 New
FFM
347
Forum Financial Management
Illinois
$459K +$13.5K +192 +3%
GT
348
Greenleaf Trust
Michigan
$456K +$4.22K +60 +0.9%
PP
349
Prudential plc
United Kingdom
$455K -$9.5K -135 -2%
JE
350
JMAC Enterprises
Pennsylvania
$454K