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Principal Financial Group

689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 241 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.59M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

2.76% more ownership

Funds ownership: 71.87%74.62% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 237

0% more funds holding

Funds holding: 686689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

Holders
689
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
241
Reduced
237
Closed
54
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
476
TS Financial Group (TSFG)
Illinois
$167K +$1.97K +28 +1%
SSC
477
Syverson Strege & Co
Iowa
$161K -$20.9K -297 -11%
MAM
478
Meeder Asset Management
Ohio
$161K +$4.08K +58 +2%
HFM
479
Harvest Fund Management
China
$158K
Simplex Trading
480
Simplex Trading
Illinois
$157K +$166K +2,353 New
BC
481
Bartlett & Co
Ohio
$153K
LIM
482
Longfellow Investment Management
Massachusetts
$153K
BCWM
483
Bartlett & Co Wealth Management
Ohio
$153K
T
484
TOBAM
France
$151K +$73.4K +1,044 +86%
PA
485
Parallel Advisors
California
$148K -$38.3K -544 -20%
BAM
486
Belpointe Asset Management
Nevada
$146K -$4.01K -57 -3%
HI
487
Harbour Investments
Wisconsin
$146K +$154K +2,184 New
TF
488
Tompkins Financial
New York
$139K
ETC
489
Exchange Traded Concepts
Oklahoma
$136K +$56.3K +801 +65%
OIA
490
Optimum Investment Advisors
Illinois
$130K -$28.1K -400 -17%
HNB
491
Huntington National Bank
Ohio
$125K +$1.41K +20 +1%
DMBA
492
Deseret Mutual Benefit Administrators
Utah
$123K
SCM
493
Silvant Capital Management
Georgia
$117K
SFO
494
Standard Family Office
South Dakota
$114K +$120K +1,700 New
CMF
495
Counterpoint Mutual Funds
California
$114K +$120K +1,705 New
CSS
496
Cubist Systematic Strategies
Connecticut
$111K -$4.02M -57,105 -97%
WFA
497
West Financial Advisors
Iowa
$111K -$10.2K -145 -8%
SIM
498
Sentry Investment Management
Wisconsin
$111K +$11.6K +165 +11%
SCA
499
Stonebridge Capital Advisors
Minnesota
$105K
JFA
500
JNBA Financial Advisors
Minnesota
$105K +$26.4K +375 +31%