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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
426
$229K
427
$227K
428
$227K
429
$226K
430
$226K
431
$224K
432
$222K
433
$222K
434
$221K
435
$221K
436
$220K
437
$217K
438
$216K
439
$214K
440
$210K
441
$209K
442
$209K
443
$209K
444
$205K
445
$204K
446
$202K
447
$201K
448
$195K
449
$193K
450
$184K