PFG icon

Principal Financial Group

703 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, 225 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.48% less ownership

Funds ownership: 74.53%74.05% (-0.48%)

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$7.53M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$27.7M
3 +$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1 -$126M
2 -$67.5M
3 -$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$297K
427
$296K
428
$294K
429
$287K
430
$284K
431
$283K
432
$281K
433
$281K
434
$280K
435
$280K
436
$279K
437
$278K
438
$278K
439
$276K
440
$273K
441
$270K
442
$269K
443
$264K
444
$263K
445
$263K
446
$262K
447
$257K
448
$257K
449
$257K
450
$256K