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Principal Financial Group

662 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 202 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 214

6% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $28.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.4M
Puts
$28.1M
Net Calls
Net Calls Change

Top Buyers

1 +$685M
2 +$90.4M
3 +$60.4M
4
BlackRock
BlackRock
New York
+$35.7M
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$447K
352
$445K
353
$436K
354
$434K
355
$421K
356
$414K
357
$413K
358
$408K
359
$406K
360
$406K
361
$403K
362
$399K
363
$398K
364
$397K
365
$393K
366
$392K
367
$386K
368
$386K
369
$383K
370
$383K
371
$382K
372
$377K
373
$370K
374
$368K
375
$362K