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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
JSL
426
JT Stratford LLC
Georgia
$297K -$25.9K -361 -8%
CIC
427
Cornercap Investment Counsel
Georgia
$297K
RG
428
Renaissance Group
Kentucky
$296K
IAA
429
Independent Advisor Alliance
North Carolina
$294K -$24.9K -346 -8%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K +$74.9K +1,043 +36%
Cerity Partners
431
Cerity Partners
New York
$284K -$29.2K -406 -9%
LPIC
432
LeJeune Puetz Investment Counsel
Michigan
$283K
LB
433
Legacy Bridge
Iowa
$281K
ZCA
434
Zeke Capital Advisors
Pennsylvania
$281K
Vontobel Holding
435
Vontobel Holding
Switzerland
$280K -$50.7K -706 -15%
HFM
436
Harvest Fund Management
China
$280K +$109K +1,517 +64%
9WM
437
9258 Wealth Management
Ohio
$279K
JWCA
438
J.W. Coons Advisors
Ohio
$278K
AA
439
Auxano Advisors
Washington
$278K +$277K +3,855 New
CWA
440
Centennial Wealth Advisory
Michigan
$276K -$150K -2,090 -35%
ASN
441
Advisory Services Network
Georgia
$273K +$5.03K +70 +2%
MA
442
Mutual Advisors
Nebraska
$270K +$269K +3,739 New
CGL
443
Clarius Group LLC
Washington
$269K -$21.1K -294 -7%
PAM
444
Premier Asset Management
Illinois
$264K +$262K +3,650 New
SB
445
Sunflower Bank
Texas
$263K -$92.6K -1,289 -26%
CG
446
Caprock Group
Idaho
$263K +$10.3K +143 +4%
MAM
447
MMA Asset Management
Pennsylvania
$262K +$10.5K +146 +4%
MGP
448
Metis Global Partners
California
$257K -$8.98K -125 -3%
DAS
449
Dynamic Advisor Solutions
Arizona
$257K +$72 +1 +0%
KeyBank National Association
450
KeyBank National Association
Ohio
$257K +$11.3K +157 +5%