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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
CFGS
351
Concourse Financial Group Securities
Alabama
$560K -$11.3K -157 -2%
YIH
352
Y-Intercept (HK)
Hong Kong
$559K +$557K +7,749 New
PP
353
Prudential plc
United Kingdom
$554K +$61.8K +860 +13%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$553K -$5.75K -80 -1%
WWM
355
Western Wealth Management
Colorado
$549K +$106K +1,481 +24%
PIA
356
Pinion Investment Advisors
Kansas
$539K +$61.5K +856 +13%
NA
357
NewEdge Advisors
Louisiana
$531K +$70.1K +976 +15%
MLA
358
My Legacy Advisors
Oregon
$529K +$129K +1,800 +35%
AF
359
Allworth Financial
California
$528K +$106K +1,470 +25%
CAG
360
Csenge Advisory Group
Florida
$526K +$17.4K +242 +3%
MYAM
361
Meiji Yasuda Asset Management
Japan
$521K -$33K -460 -6%
GT
362
Greenleaf Trust
Michigan
$513K +$19.9K +277 +4%
PAM
363
Palisade Asset Management
Minnesota
$509K -$14.4K -200 -3%
VF
364
Virtu Financial
New York
$507K +$505K +7,032 New
TCM
365
Twin Capital Management
Pennsylvania
$505K -$929K -12,929 -65%
CPC
366
Cookson Peirce & Co
Pennsylvania
$505K +$51.6K +718 +11%
JIC
367
Johnson Investment Counsel
Ohio
$503K +$26.9K +375 +6%
FFM
368
Forum Financial Management
Illinois
$496K
JE
369
JMAC Enterprises
Pennsylvania
$491K
UIA
370
UBP Investment Advisors
Switzerland
$490K
CCP
371
Corient Capital Partners
California
$490K +$56.5K +787 +12%
CA
372
Cetera Advisors
Colorado
$489K +$52.1K +726 +12%
RFC
373
Regions Financial Corp
Alabama
$488K +$21.5K +299 +5%
MAG
374
Mokosak Advisory Group
Iowa
$482K -$22.8K -318 -5%
SAM
375
Sompo Asset Management
Japan
$480K +$183K +2,550 +62%