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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
BWL
601
Bogart Wealth LLC
Virginia
$20K +$21.1K +300 New
HF
602
Halpern Financial
Virginia
$19.8K
PK
603
Pflug Koory
Nebraska
$19K
Jones Financial Companies
604
Jones Financial Companies
Missouri
$19K +$19.6K +279 New
HRC
605
Hoertkorn Richard Charles
$18K
KTC
606
Kistler-Tiffany Companies
Pennsylvania
$18K
TWM
607
Tradition Wealth Management
Minnesota
$18K +$141 +2 +0.8%
BBHC
608
Brown Brothers Harriman & Co
New York
$18K +$4.99K +71 +35%
GI
609
Gradient Investments
Minnesota
$18K +$9.43K +134 +97%
RIM
610
Rockbridge Investment Management
New York
$17.2K
SMG
611
Spectrum Management Group
Indiana
$17K -$3.9M -55,392 -100%
IFAM
612
Institutional & Family Asset Management
Colorado
$17K
AWM
613
Avior Wealth Management
Nebraska
$17K +$141 +2 +0.8%
ZB
614
Zions Bancorporation
Utah
$17K +$3.8K +54 +28%
ZIG
615
Zullo Investment Group
Pennsylvania
$16K
HC
616
Hoese & Co
Minnesota
$15K
KFI
617
Key Financial Inc
Pennsylvania
$15K
CA
618
Crewe Advisors
Utah
$15K +$15.5K +221 New
SA
619
SRH Advisors
Kansas
$14K
VRM
620
Vectors Research Management
New York
$14K +$15.2K +216 New
ACA
621
Atlas Capital Advisors
Wyoming
$13.9K
ASBI
622
American State Bank (Iowa)
Iowa
$13.4K
FPS
623
Fieldpoint Private Securities
Connecticut
$13K -$42.4K -603 -76%
ACM
624
Antonetti Capital Management
Florida
$13K
COCM
625
Charter Oak Capital Management
New Hampshire
$13K