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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
RTC
601
Riverview Trust Company
Washington
$29K
TFA
602
Toth Financial Advisory
Virginia
$29K +$3.95K +55 +16%
MA
603
MCF Advisors
Kentucky
$28K
ASBI
604
American State Bank (Iowa)
Iowa
$27.9K +$13.4K +186 +93%
AFS
605
Annapolis Financial Services
Maryland
$27K
DWMG
606
DB Wealth Management Group
California
$27K
MAM
607
Marquette Asset Management
Minnesota
$27K
SWM
608
Sugarloaf Wealth Management
Georgia
$27K
MWA
609
Miller Wealth Advisors
Colorado
$26K
WAS
610
Winch Advisory Services
Wisconsin
$26K +$215 +3 +0.8%
SC
611
Schubert & Co
Texas
$26K +$934 +13 +4%
WAM
612
WFA Asset Management
Wisconsin
$25.5K
ADL
613
Asset Dedication LLC
California
$25K +$24.4K +340 +5,667%
FP
614
Financial Perspectives
Minnesota
$24.6K
VNA
615
Valley National Advisers
Pennsylvania
$24K +$215 +3 +1%
GI
616
Gradient Investments
Minnesota
$24K +$4.81K +67 +25%
CT
617
Caldwell Trust
Florida
$23.2K
PCA
618
Providence Capital Advisors
North Carolina
$23K
MAWCM
619
Mine & Arao Wealth Creation & Management
California
$23K +$23.1K +321 New
AP
620
Atwood & Palmer
Missouri
$22K
BWL
621
Bogart Wealth LLC
Virginia
$22K
HWM
622
HighMark Wealth Management
Minnesota
$22K
OSNBOA
623
Old Second National Bank of Aurora
Illinois
$22K
TSW
624
Thompson Siegel & Walmsley
Virginia
$22K
BBHC
625
Brown Brothers Harriman & Co
New York
$22K +$1.72K +24 +9%