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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
PB
526
Pinnacle Bancorp
Nebraska
$64K
CDIA
527
Capital Directions Investment Advisors
Georgia
$63K +$66.6K +947 New
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K
LF
529
Lee Financial
Texas
$60K +$63.7K +905 New
LFA
530
Level Financial Advisors
New York
$58K
DGAM
531
Desjardins Global Asset Management
Quebec, Canada
$56K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
532
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K -$5.71M -81,176 -99%
DCM
533
Dupont Capital Management
Delaware
$55K -$9.29K -132 -14%
QC
534
Quent Capital
New York
$55K +$8.51K +121 +17%
FHA
535
First Horizon Advisors
Tennessee
$49K +$1.41K +20 +3%
SC
536
Stephens Consulting
Michigan
$48.4K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$48K +$11K +156 +28%
FBC
538
Fairfield, Bush & Co
Connecticut
$47K +$49.2K +700 New
BC
539
Burleson & Co
California
$46K
CHC
540
City Holding Co
West Virginia
$45K
OLVIG
541
Oliver Lagore Vanvalin Investment Group
Michigan
$45K
CYG
542
Clean Yield Group
Vermont
$44K
RAM
543
Riggs Asset Management
Pennsylvania
$44K
SWA
544
Sutton Wealth Advisors
Florida
$42.1K -$1.55K -22 -3%
FCB
545
First Command Bank
Texas
$42K
FCFS
546
First Command Financial Services
Texas
$42K
CI
547
CX Institutional
Indiana
$41K +$43.1K +613 New
CFO
548
CVA Family Office
Colorado
$40K -$10.6K -150 -20%
AIP
549
Ahrens Investment Partners
Louisiana
$40K
BFEC
550
Benjamin F. Edwards & Company
Missouri
$39K