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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
SWP
451
Stratos Wealth Partners
Ohio
$256K -$19.2K -267 -7%
IC
452
IEQ Capital
California
$255K +$35.5K +494 +16%
CAM
453
CenterStar Asset Management
Illinois
$254K
ACM
454
Aquatic Capital Management
Illinois
$253K +$251K +3,500 New
Bessemer Group
455
Bessemer Group
New Jersey
$252K +$5.75K +80 +2%
JCM
456
Jacobi Capital Management
Pennsylvania
$252K +$251K +3,497 New
CC
457
Commons Capital
Massachusetts
$251K -$7.33K -102 -3%
RWM
458
Ritholtz Wealth Management
New York
$250K +$249K +3,466 New
GAA
459
Global Assets Advisory
Florida
$249K +$203K +2,825 New
SWM
460
SeaCrest Wealth Management
New York
$245K -$11K -153 -4%
NWM
461
Northwest Wealth Management
Iowa
$241K -$11.5K -160 -5%
WCM
462
Wedge Capital Management
North Carolina
$240K -$31.1M -432,348 -99%
OPPTF
463
OPSEU Pension Plan Trust Fund
Ontario, Canada
$237K +$2.08K +29 +0.9%
PI
464
PEAK6 Investments
Illinois
$237K +$236K +3,291 New
CTA
465
Chesley Taft & Associates
Illinois
$235K
IPW
466
Inlet Private Wealth
Florida
$234K -$28.1K -391 -11%
5L
467
55I LLC
Massachusetts
$234K +$234K +3,251 New
CCA
468
Checchi Capital Advisers
California
$230K
KC
469
Kinloch Capital
Virginia
$226K
AAS
470
Avantax Advisory Services
Texas
$226K +$225K +3,136 New
ACA
471
Atlas Capital Advisors
Wyoming
$225K +$209K +2,912 +1,400%
EP
472
Eudaimonia Partners
Tennessee
$225K +$215 +3 +0.1%
CAM
473
Cresset Asset Management
Illinois
$225K +$224K +3,116 New
CI
474
Cigna Investments
Connecticut
$222K -$9.91K -138 -4%
PCMC
475
Paragon Capital Management (Colorado)
Colorado
$222K -$5.75K -80 -3%