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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
376
$358K
377
$355K
378
$333K
379
$331K
380
$328K
381
$328K
382
$328K
383
$326K
384
$323K
385
$320K
386
$319K
387
$319K
388
$318K
389
$315K
390
$315K
391
$315K
392
$307K
393
$301K
394
$296K
395
$292K
396
$290K
397
$290K
398
$287K
399
$284K
400
$284K