We are live on ! Find out more
PFG icon

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
EAM
376
Erste Asset Management
Austria
$479K +$64.6K +900 +16%
NB
377
Nicolet Bankshares
Wisconsin
$463K
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$460K -$68.6K -955 -13%
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$454K +$452K +6,286 New
ACS
380
Archford Capital Strategies
Illinois
$450K +$12.8K +178 +3%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$450K +$45.4K +632 +11%
CG
382
Colony Group
Massachusetts
$438K -$267K -3,711 -38%
EF
383
Empirical Finance
Pennsylvania
$436K +$66.2K +922 +18%
HH
384
Hilltop Holdings
Texas
$435K +$11.7K +163 +3%
BPA
385
Beacon Pointe Advisors
California
$435K +$20.5K +286 +5%
TSS
386
Two Sigma Securities
New York
$433K +$431K +5,999 New
AWA
387
Arete Wealth Advisors
Illinois
$430K +$287 +4 +0.1%
BSW
388
Buckingham Strategic Wealth
Missouri
$425K +$4.31K +60 +1%
LSPW
389
Lake Street Private Wealth
Illinois
$413K -$26.3K -366 -6%
T
390
TCWP
Ohio
$413K +$37.7K +525 +10%
RBC
391
Romano Brothers & Co
Illinois
$406K +$404K +5,628 New
Assenagon Asset Management
392
Assenagon Asset Management
Luxembourg
$399K -$2.16M -30,083 -84%
WPW
393
Waldron Private Wealth
Pennsylvania
$398K -$431 -6 -0.1%
FHB
394
First Hawaiian Bank
Hawaii
$390K
CIA
395
Capital Investment Advisors
Georgia
$388K -$23.3K -325 -6%
CIM
396
Contravisory Investment Management
Massachusetts
$385K
WS
397
Wedbush Securities
California
$378K -$3.52K -49 -0.9%
SXL
398
Summit X LLC
Missouri
$378K +$7.4K +103 +2%
BMC
399
Benin Management Corp
Connecticut
$375K
GWM
400
Geneos Wealth Management
Colorado
$371K -$29.6K -412 -7%