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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
BCV
326
Banque Cantonale Vaudoise
Switzerland
$675K
HI
327
Horizon Investments
North Carolina
$665K +$662K +9,215 New
OWP
328
Obermeyer Wealth Partners
Colorado
$661K
VWA
329
V Wealth Advisors
Kansas
$649K +$21.8K +304 +3%
Verition Fund Management
330
Verition Fund Management
Connecticut
$649K +$646K +9,000 New
UB
331
UMB Bank
Missouri
$636K -$3.09K -43 -0.5%
Impax Asset Management Group
332
Impax Asset Management Group
United Kingdom
$628K -$13.7K -191 -2%
MC
333
Miramar Capital
Illinois
$624K -$330K -4,600 -40%
NMIMC
334
Northwestern Mutual Investment Management Company
Wisconsin
$621K -$56.2K -783 -8%
SC
335
Savant Capital
Illinois
$618K -$17.5K -244 -3%
KA
336
Kintegral Advisory
New York
$618K
BC
337
Burney Company
Virginia
$612K -$97.5K -1,358 -14%
ATC
338
Argent Trust Co
Tennessee
$612K +$264K +3,679 +77%
BW
339
Basepoint Wealth
Iowa
$606K +$8.48K +118 +1%
BCM
340
Bayesian Capital Management
New York
$606K +$604K +8,406 New
SS
341
Sunbelt Securities
Texas
$602K -$28.7K -400 -5%
AC
342
Allstate Corporation
Illinois
$601K
Federated Hermes
343
Federated Hermes
Pennsylvania
$600K -$48.2K -671 -7%
CAM
344
Carret Asset Management
New York
$600K
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$599K +$20K +278 +3%
CSB
346
City State Bank
Iowa
$596K -$14.4K -200 -2%
SEI Investments
347
SEI Investments
Pennsylvania
$589K -$27.4K -381 -4%
UCFA
348
United Capital Financial Advisors
Texas
$582K -$152K -2,114 -21%
AWS
349
Atria Wealth Solutions
New York
$564K +$562K +7,820 New
WFM
350
Wolff Financial Management
Michigan
$563K