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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
S
501
SignatureFD
Georgia
$185K -$54.8K -763 -23%
WT
502
Whittier Trust
California
$184K +$1.29K +18 +0.7%
CFB
503
Cullen/Frost Bankers
Texas
$182K +$790 +11 +0.4%
TFGT
504
TS Financial Group (TSFG)
Illinois
$179K -$2.01K -28 -1%
SSC
505
Syverson Strege & Co
Iowa
$174K +$431 +6 +0.2%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$165K
BC
507
Bartlett & Co
Ohio
$165K
LIM
508
Longfellow Investment Management
Massachusetts
$165K
WFA
509
Wipfli Financial Advisors
Wisconsin
$163K +$162K +2,258 New
MAM
510
Meeder Asset Management
Ohio
$161K -$13.3K -185 -8%
QCG
511
Quadrant Capital Group
Ohio
$159K -$40.7K -566 -20%
FHA
512
First Horizon Advisors
Tennessee
$154K +$101K +1,405 +192%
PA
513
Parallel Advisors
California
$151K -$9.55K -133 -6%
TF
514
Tompkins Financial
New York
$150K
HI
515
Harbour Investments
Wisconsin
$146K
NIM
516
NuWave Investment Management
New Jersey
$144K +$143K +1,990 New
OIA
517
Optimum Investment Advisors
Illinois
$141K
HNB
518
Huntington National Bank
Ohio
$140K +$4.81K +67 +4%
AA
519
AlphaCentric Advisors
Puerto Rico
$138K +$137K +1,909 New
WFA
520
West Financial Advisors
Iowa
$134K +$13.9K +194 +12%
AG
521
AIA Group
Hong Kong
$133K -$81.7K -1,138 -38%
DA
522
Denali Advisors
California
$130K +$108K +1,500 +500%
AWM
523
Accel Wealth Management
Iowa
$129K +$72 +1 +0.1%
SCM
524
Silvant Capital Management
Georgia
$126K
SFO
525
Standard Family Office
South Dakota
$123K