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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
N
26
Nuveen
North Carolina
$50.1M -$2.43M -33,851 -5%
Deutsche Bank
27
Deutsche Bank
Germany
$47.4M -$3.19M -44,401 -6%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$47.1M -$5.57M -77,559 -11%
First Trust Advisors
29
First Trust Advisors
Illinois
$42M -$2.74M -38,162 -6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$42M -$1.37M -19,136 -3%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$41.9M +$5.24M +73,002 +14%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$35.1M +$1.68M +23,342 +5%
FWIA
33
Fort Washington Investment Advisors
Ohio
$34.7M -$5.67M -78,957 -14%
Barclays
34
Barclays
United Kingdom
$34.1M +$9.51M +132,393 +39%
NSAM
35
North Star Asset Management
Wisconsin
$32.1M +$13.8K +192 +0%
JP Morgan Chase
36
JP Morgan Chase
New York
$31.3M +$1.15M +16,022 +4%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$30.8M -$1.3M -18,064 -4%
CI
38
Cambiar Investors
Colorado
$30.5M +$55K +766 +0.2%
National Pension Service
39
National Pension Service
South Korea
$30.5M -$2.07M -28,816 -6%
CS
40
Credit Suisse
Switzerland
$25.3M -$6.82M -94,966 -21%
Axa
41
Axa
France
$25.2M +$20.1M +279,589 +404%
EVM
42
Eaton Vance Management
Massachusetts
$24.5M +$3.08M +42,821 +14%
ACM
43
Argent Capital Management
Missouri
$24.3M +$18K +250 +0.1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$24.1M +$1.12M +15,553 +5%
KBC Group
45
KBC Group
Belgium
$24M -$18M -251,206 -43%
GHA
46
GW Henssler & Associates
Georgia
$23.9M +$688K +9,580 +3%
AA
47
ALPS Advisors
Colorado
$23M -$4.13M -57,477 -15%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$22.1M +$891K +12,399 +4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$21.9M +$602K +8,378 +3%
LSV Asset Management
50
LSV Asset Management
Illinois
$21.9M -$1.92M -26,700 -8%