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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
TCWA
526
Ten Capital Wealth Advisors
Washington
$114K
JFA
527
JNBA Financial Advisors
Minnesota
$113K
SCA
528
Stonebridge Capital Advisors
Minnesota
$113K
MWC
529
MBM Wealth Consultants
Missouri
$106K +$27.4K +382 +37%
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$105K -$27.4K -381 -21%
CTC
531
Central Trust Company
Missouri
$103K
HBT
532
Hills Bank & Trust
Iowa
$101K +$101K +1,402 New
LTI
533
Laffer Tengler Investments
Tennessee
$100K
CAL
534
Capital Analysts LLC
Pennsylvania
$100K
TH
535
TCTC Holdings
Texas
$99K
JWA
536
JFS Wealth Advisors
Pennsylvania
$97K +$3.16K +44 +3%
SIM
537
Sentry Investment Management
Wisconsin
$96K -$23.9K -333 -20%
QC
538
Quent Capital
New York
$96K +$36.6K +510 +62%
FCA
539
FinTrust Capital Advisors
South Carolina
$95K -$31.5K -439 -27%
T
540
TOBAM
France
$94K -$68.7K -956 -42%
IHWM
541
Iron Horse Wealth Management
Iowa
$92K -$192K -2,676 -68%
AF
542
Advisornet Financial
Minnesota
$92K +$3.59K +50 +4%
AWM
543
Ameliora Wealth Management
Switzerland
$91K +$86.1K +1,199 New
SOW
544
State of Wyoming
Wyoming
$91K +$90.1K +1,255 New
C
545
Covestor
United Kingdom
$89K -$19.3K -269 -18%
CCM
546
Covington Capital Management
California
$89K
BFEC
547
Benjamin F. Edwards & Company
Missouri
$87K +$44.5K +620 +106%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K
HIA
549
Harbor Investment Advisory
Maryland
$78K
TWA
550
TCI Wealth Advisors
Arizona
$76K -$14.7K -205 -16%