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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
BTI
551
Blue Trust Inc
Georgia
$76K +$62.1K +865 +324%
APA
552
American Portfolios Advisors
New York
$74.6K +$37.5K +522 +102%
DSC
553
Duncker Streett & Co
Missouri
$73K
PTC
554
Private Trust Company
Ohio
$73K
M
555
MOTCO
Texas
$72K
TFS
556
TrustCore Financial Services
Tennessee
$70K
MCM
557
Manchester Capital Management
Vermont
$69K -$1.51K -21 -2%
FFC
558
First Financial Corp
Indiana
$69K
PB
559
Pinnacle Bancorp
Nebraska
$69K
LFA
560
Level Financial Advisors
New York
$63K
DGAM
561
Desjardins Global Asset Management
Quebec, Canada
$60K
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$17.2K -239 -26%
BC
563
Burleson & Co
California
$57K +$7.18K +100 +15%
MFA
564
McClarren Financial Advisors
Pennsylvania
$54K +$54.4K +757 New
SC
565
Stephens Consulting
Michigan
$52.3K
HCP
566
Hexagon Capital Partners
Arkansas
$51K +$24.3K +338 +92%
OLVIG
567
Oliver Lagore Vanvalin Investment Group
Michigan
$49K
CFO
568
CVA Family Office
Colorado
$49K +$5.75K +80 +13%
CHC
569
City Holding Co
West Virginia
$48K -$431 -6 -0.9%
CYG
570
Clean Yield Group
Vermont
$48K
RAM
571
Riggs Asset Management
Pennsylvania
$48K
RDIA
572
RE Dickinson Investment Advisors
Iowa
$48K +$21.3K +296 +45%
SAM
573
Strategic Asset Management
Minnesota
$48K +$25.9K +360 +116%
LF
574
Lee Financial
Texas
$47K -$18.2K -253 -28%
DCM
575
Dupont Capital Management
Delaware
$47K -$11.7K -163 -20%