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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
HBW
551
Hazlett, Burt & Watson
West Virginia
$39K
EWA
552
EverSource Wealth Advisors
Alabama
$37K -$2.39K -34 -6%
PO
553
Private Ocean
California
$37K
SV
554
Stilwell Value
New York
$37K
AIM
555
Anchor Investment Management
South Carolina
$34.3K
APA
556
American Portfolios Advisors
New York
$34.2K -$14.8K -211 -29%
GWS
557
Glassman Wealth Services
Virginia
$34K -$492 -7 -1%
CWA
558
Clearview Wealth Advisors
Oregon
$34K
GFPC
559
Global Financial Private Client
Florida
$33.9K
AAP
560
Arax Advisory Partners
Colorado
$33K +$281 +4 +0.8%
SSG
561
Summit Securities Group
New York
$33K +$27.6K +393 +397%
TC
562
Truvestments Capital
Florida
$33K +$35.2K +500 New
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$32K
PMFA
564
Plante Moran Financial Advisors
Michigan
$32K
ODG
565
O'Dell Group
Ohio
$31K +$70 +1 +0.2%
PAI
566
Pittenger & Anderson Inc
Nebraska
$30K
HI
567
Hudock Inc
Pennsylvania
$30K +$70 +1 +0.2%
AssetMark Inc
568
AssetMark Inc
California
$29K -$1.27K -18 -4%
HWA
569
HHM Wealth Advisors
Tennessee
$27K
BIA
570
Bell Investment Advisors
California
$27K +$28.5K +405 New
WWP
571
WR Wealth Planners
Missouri
$26.8K +$281 +4 +1%
MA
572
MCF Advisors
Kentucky
$26K -$2.81K -40 -9%
MWA
573
Miller Wealth Advisors
Colorado
$26K
RTC
574
Riverview Trust Company
Washington
$26K
TPCW
575
TD Private Client Wealth
New York
$25.6K -$7.25K -103 -21%