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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
AFS
576
Annapolis Financial Services
Maryland
$25K
DWMG
577
DB Wealth Management Group
California
$25K
MAM
578
Marquette Asset Management
Minnesota
$25K
HCP
579
Hexagon Capital Partners
Arkansas
$25K +$4.71K +67 +22%
SWM
580
Sugarloaf Wealth Management
Georgia
$24K
WAS
581
Winch Advisory Services
Wisconsin
$24K +$281 +4 +1%
HFS
582
Heritage Financial Services
Massachusetts
$24K +$26K +369 New
WAM
583
WFA Asset Management
Wisconsin
$23.6K -$9.5K -135 -28%
TFA
584
Toth Financial Advisory
Virginia
$23K
SC
585
Schubert & Co
Texas
$23K +$2.39K +34 +11%
FP
586
Financial Perspectives
Minnesota
$22.8K
SFG
587
Steward Financial Group
Texas
$22K +$1.62K +23 +7%
CT
588
Caldwell Trust
Florida
$21.5K +$1.76K +25 +8%
HWM
589
HighMark Wealth Management
Minnesota
$21K
SAM
590
Strategic Asset Management
Minnesota
$21K
PCA
591
Providence Capital Advisors
North Carolina
$21K +$18.8K +267 +504%
DA
592
Denali Advisors
California
$20K -$21.1K -300 -50%
AP
593
Atwood & Palmer
Missouri
$20K
BA
594
Bivin & Associates
Oklahoma
$20K
FCT
595
First Community Trust
Iowa
$20K
JPLA
596
Joseph P. Lucia & Associates
New York
$20K
OSNBOA
597
Old Second National Bank of Aurora
Illinois
$20K
TSW
598
Thompson Siegel & Walmsley
Virginia
$20K
VNA
599
Valley National Advisers
Pennsylvania
$20K +$211 +3 +1%
BTI
600
Blue Trust Inc
Georgia
$20K +$18.8K +267 New