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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
1WA
401
180 Wealth Advisors
Washington
$314K +$326K +4,638 New
Vontobel Holding
402
Vontobel Holding
Switzerland
$313K -$43.3K -615 -12%
Wolverine Trading
403
Wolverine Trading
Illinois
$313K +$327K +4,646 New
CA
404
Continuum Advisory
Idaho
$306K -$30.9K -439 -9%
LFA
405
Legacy Financial Advisors
Kentucky
$305K +$21K +299 +7%
William Blair & Company
406
William Blair & Company
Illinois
$303K +$54.3K +772 +21%
TMAM
407
Tokio Marine Asset Management
Japan
$302K +$55.9K +795 +21%
JSL
408
JT Stratford LLC
Georgia
$299K -$69.1K -983 -18%
SCA
409
Snowden Capital Advisors
New York
$296K +$89.9K +1,278 +40%
IAA
410
Independent Advisor Alliance
North Carolina
$295K -$77.3K -1,099 -20%
AWM
411
Apollon Wealth Management
South Carolina
$291K +$53.8K +765 +21%
EHWM
412
Eads & Heald Wealth Management
Georgia
$282K -$21.5K -305 -7%
CCG
413
Cypress Capital Group
Florida
$279K -$3.52K -50 -1%
QI
414
Qtron Investments
Massachusetts
$277K +$292K +4,154 New
CIC
415
Cornercap Investment Counsel
Georgia
$275K -$694K -9,871 -71%
SAM
416
Sompo Asset Management
Japan
$274K -$265K -3,770 -48%
RG
417
Renaissance Group
Kentucky
$274K +$9.21K +131 +3%
CAAM
418
Cornerstone Advisors Asset Management
Pennsylvania
$273K
WG
419
Winton Group
United Kingdom
$272K -$490K -6,961 -63%
JMF
420
Johnson Midwest Financial
Iowa
$269K -$10.7K -152 -4%
CGL
421
Clarius Group LLC
Washington
$269K -$1.13K -16 -0.4%
GSC
422
Ground Swell Capital
South Carolina
$269K +$284K +4,033 New
Cerity Partners
423
Cerity Partners
New York
$268K +$98.4K +1,399 +47%
RRCM
424
Rappaport Reiches Capital Management
Illinois
$267K +$281 +4 +0.1%
IHWM
425
Iron Horse Wealth Management
Iowa
$264K +$14.1K +200 +5%