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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
GWM
376
Geneos Wealth Management
Colorado
$376K -$1.41K -20 -0.4%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$374K +$104K +1,481 +36%
WPW
378
Waldron Private Wealth
Pennsylvania
$369K -$3.94K -56 -1%
EI
379
Ellevest Inc
New York
$366K -$7.6K -108 -2%
FHB
380
First Hawaiian Bank
Hawaii
$361K -$284K -4,033 -43%
Connor, Clark & Lunn Investment Management (CC&L)
381
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$358K +$377K +5,355 New
CIM
382
Contravisory Investment Management
Massachusetts
$356K +$422 +6 +0.1%
CAMG
383
CWA Asset Management Group
Florida
$354K -$2.53K -36 -0.7%
WS
384
Wedbush Securities
California
$353K +$281 +4 +0.1%
BMC
385
Benin Management Corp
Connecticut
$347K -$7.03K -100 -2%
T
386
TCWP
Ohio
$347K +$73.4K +1,044 +25%
SXL
387
Summit X LLC
Missouri
$344K +$148K +2,102 +68%
EF
388
Empirical Finance
Pennsylvania
$342K +$18.3K +260 +5%
SVWAG
389
Sound View Wealth Advisors Group
Georgia
$342K +$18.8K +267 +6%
RIM
390
Redpoint Investment Management
Australia
$341K
SP
391
Symmetry Partners
Connecticut
$339K
CWP
392
Concord Wealth Partners
Virginia
$338K +$22.3K +317 +7%
MLA
393
My Legacy Advisors
Oregon
$338K +$359K +5,102 New
EH
394
Equitable Holdings
New York
$336K +$70 +1 +0%
EIM
395
Elliott Investment Management
Florida
$334K
CL
396
Choreo LLC
Illinois
$330K -$86.9K -1,236 -20%
SB
397
Sunflower Bank
Texas
$330K -$13.9K -198 -4%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$330K +$15.5K +220 +5%
ATC
399
Argent Trust Co
Tennessee
$321K +$338K +4,803 New
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$315K -$1.01M -14,416 -75%