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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
JGIA
476
Jackson Grant Investment Advisers
Connecticut
$222K
CAAM
477
Cornerstone Advisors Asset Management
Pennsylvania
$221K -$73.5K -1,023 -25%
P
478
Pitcairn
Pennsylvania
$220K -$2.66K -37 -1%
Brown Advisory
479
Brown Advisory
Maryland
$219K
WIM
480
WealthPlan Investment Management
Nebraska
$219K +$174K +2,424 New
BAM
481
Belpointe Asset Management
Nevada
$218K +$60.7K +845 +39%
RWA
482
Redhawk Wealth Advisors
Minnesota
$216K -$718 -10 -0.3%
CFS
483
CRA Financial Services
New Jersey
$216K
SNBOSD
484
Security National Bank of So Dak
Iowa
$216K
RA
485
RFG Advisory
Alabama
$216K +$171K +2,382 New
SPC
486
Sigma Planning Corp
Michigan
$215K +$214K +2,982 New
C
487
CEDRUS
Colorado
$213K +$212K +2,951 New
AIP
488
Ameritas Investment Partners
Nebraska
$212K
PCS
489
Personal CFO Solutions
New Jersey
$212K +$211K +2,942 New
SNB
490
Security National Bank
Nebraska
$210K +$209K +2,905 New
DOA
491
D'Orazio & Associates
Virginia
$210K +$209K +2,907 New
RJT
492
Raymond James Trust
Florida
$210K +$209K +2,910 New
RCAG
493
Rehmann Capital Advisory Group
Michigan
$208K +$207K +2,884 New
HSA
494
HBK Sorce Advisory
Pennsylvania
$206K +$205K +2,852 New
PFPT
495
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K +$204K +2,838 New
BWM
496
BCGM Wealth Management
Indiana
$203K +$168K +2,340 New
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$202K +$201K +2,797 New
FCFC
498
First Citizens Financial Corp
Iowa
$202K +$201K +2,799 New
JWCA
499
J.W. Cole Advisors
Florida
$200K +$199K +2,775 New
ST
500
Sageworth Trust
Pennsylvania
$186K