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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
401
$281K
402
$280K
403
$274K
404
$270K
405
$269K
406
$268K
407
$268K
408
$266K
409
$265K
410
$264K
411
$264K
412
$263K
413
$257K
414
$256K
415
$256K
416
$252K
417
$246K
418
$246K
419
$243K
420
$241K
421
$239K
422
$234K
423
$234K
424
$232K
425
$232K