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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
MCM
401
MAI Capital Management
Ohio
$370K +$368K +5,128 New
CAMG
402
CWA Asset Management Group
Florida
$369K -$12.9K -180 -3%
RIM
403
Redpoint Investment Management
Australia
$369K
CT
404
Chicago Trust
Illinois
$368K -$280K -3,900 -43%
EI
405
Ellevest Inc
New York
$367K -$28.2K -392 -7%
SP
406
Symmetry Partners
Connecticut
$367K
STCOSD
407
Sageworth Trust Company of South Dakota
South Dakota
$366K -$142K -1,972 -28%
EH
408
Equitable Holdings
New York
$366K +$2.87K +40 +0.8%
CL
409
Choreo LLC
Illinois
$363K +$6.46K +90 +2%
1WA
410
180 Wealth Advisors
Washington
$359K +$24.6K +343 +7%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$358K +$2.23K +31 +0.6%
William Blair & Company
412
William Blair & Company
Illinois
$352K +$25K +348 +8%
LFA
413
Legacy Financial Advisors
Kentucky
$350K +$20.8K +289 +6%
TMAM
414
Tokio Marine Asset Management
Japan
$344K +$18K +250 +6%
CWP
415
Concord Wealth Partners
Virginia
$335K -$30.9K -430 -8%
TF
416
Trek Financial
Arizona
$334K +$333K +4,635 New
SW
417
SVB Wealth
Massachusetts
$327K +$325K +4,531 New
Wolverine Trading
418
Wolverine Trading
Illinois
$319K -$13.1K -182 -4%
SCA
419
Snowden Capital Advisors
New York
$317K -$2.15K -30 -0.7%
CCG
420
Cypress Capital Group
Florida
$316K +$13.6K +190 +5%
CCM
421
Community Capital Management
Florida
$314K -$140K -1,950 -31%
CA
422
Continuum Advisory
Idaho
$304K -$26.9K -374 -8%
AWM
423
Apollon Wealth Management
South Carolina
$303K -$11.3K -158 -4%
EHWM
424
Eads & Heald Wealth Management
Georgia
$300K -$4.67K -65 -2%
QI
425
Qtron Investments
Massachusetts
$300K