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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
JIC
351
Johnson Investment Counsel
Ohio
$441K
PIA
352
Pinion Investment Advisors
Kansas
$441K +$198K +2,818 +74%
CCP
353
Corient Capital Partners
California
$437K -$41K -583 -8%
RFC
354
Regions Financial Corp
Alabama
$432K +$70 +1 +0%
NB
355
Nicolet Bankshares
Wisconsin
$429K -$1.76K -25 -0.4%
NA
356
NewEdge Advisors
Louisiana
$426K -$820K -11,657 -65%
CCM
357
Community Capital Management
Florida
$421K +$443K +6,300 New
CPC
358
Cookson Peirce & Co
Pennsylvania
$420K +$40K +568 +10%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$413K +$61.4K +873 +16%
WWM
360
Western Wealth Management
Colorado
$410K +$70 +1 +0%
BNP Paribas Asset Management
361
BNP Paribas Asset Management
France
$409K +$58.8K +836 +16%
LSPW
362
Lake Street Private Wealth
Illinois
$407K +$119K +1,692 +38%
VI
363
Vestcor Inc
New Brunswick, Canada
$406K +$133K +1,884 +45%
ACS
364
Archford Capital Strategies
Illinois
$405K +$125K +1,774 +41%
CA
365
Cetera Advisors
Colorado
$404K +$106K +1,507 +33%
AWA
366
Arete Wealth Advisors
Illinois
$398K +$352 +5 +0.1%
CWA
367
Centennial Wealth Advisory
Michigan
$395K +$115K +1,637 +38%
HH
368
Hilltop Holdings
Texas
$392K +$18.7K +266 +5%
AF
369
Allworth Financial
California
$391K -$26K -369 -6%
EAM
370
Erste Asset Management
Austria
$391K -$98.5K -1,400 -19%
BSW
371
Buckingham Strategic Wealth
Missouri
$389K -$27.4K -389 -6%
BPA
372
Beacon Pointe Advisors
California
$387K -$50.4K -716 -11%
CCM
373
Coldstream Capital Management
Washington
$385K +$68.7K +977 +20%
CIA
374
Capital Investment Advisors
Georgia
$381K -$422 -6 -0.1%
SF
375
Synovus Financial
Georgia
$377K +$14.3K +203 +4%