We are live on ! Find out more
PFG icon

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
LC
626
Lindbrook Capital
California
$13K
ST
627
Smithfield Trust
Pennsylvania
$13K
FMP
628
Financial Management Professionals
Texas
$13K +$2.81K +40 +25%
GWA
629
Gibson Wealth Advisors
Texas
$12K
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$11.1K -$404K -5,738 -3%
PCM
631
Peregrine Capital Management
Minnesota
$11K
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$11K +$11.4K +162 New
RDFA
633
Ritter Daniher Financial Advisory
Ohio
$10K +$10.3K +147 New
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$9K -$2.04K -29 -17%
BBPWM
635
Blue Bell Private Wealth Management
Pennsylvania
$9K
1IA
636
1834 Investment Advisors
Wisconsin
$9K +$9.07K +129 New
NMG
637
New Millennium Group
Utah
$9K +$9.64K +137 New
EBA
638
Eagle Bay Advisors
New York
$8.28K +$8.72K +124 New
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$8K -$281 -4 -3%
EARNEST Partners
640
EARNEST Partners
Georgia
$8K
IRC
641
Investors Research Corp
Georgia
$8K
MCM
642
MV Capital Management
Maryland
$8K +$141 +2 +2%
SC
643
SouthState Corp
Florida
$8K +$8.02K +114 New
ETI
644
Enterprise Trust & Investment
California
$8K +$8.72K +124 New
MFT
645
Moisand Fitzgerald Tamayo
Florida
$7K -$7.03K -100 -48%
BWA
646
BDO Wealth Advisors
Florida
$7K
BCA
647
Bray Capital Advisors
Florida
$7K
CFFP
648
Center for Financial Planning
Michigan
$7K
CA
649
Clearstead Advisors
Ohio
$7K
TFP
650
Tilia Fiduciary Partners
North Carolina
$7K