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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
HF
626
Halpern Financial
Virginia
$21.4K
SSG
627
Summit Securities Group
New York
$21K -$14.5K -202 -41%
FCT
628
First Community Trust
Iowa
$21K
PK
629
Pflug Koory
Nebraska
$21K
HRC
630
Hoertkorn Richard Charles
$20K
TWM
631
Tradition Wealth Management
Minnesota
$20K +$359 +5 +2%
IFAM
632
Institutional & Family Asset Management
Colorado
$19K
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$19K
CA
634
Crewe Advisors
Utah
$19K +$3.52K +49 +22%
AWM
635
Avior Wealth Management
Nebraska
$18K +$72 +1 +0.4%
First Manhattan
636
First Manhattan
New York
$18K +$11.3K +158 +161%
ZIG
637
Zullo Investment Group
Pennsylvania
$17K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$17K +$8.48K +118 +95%
Lazard Asset Management
639
Lazard Asset Management
New York
$17K +$15.7K +218 +727%
BA
640
Bellwether Advisors
Nebraska
$17K +$17K +237 New
PAI
641
Pittenger & Anderson Inc
Nebraska
$16K -$16.3K -227 -51%
ZB
642
Zions Bancorporation
Utah
$16K -$1.51K -21 -8%
HC
643
Hoese & Co
Minnesota
$16K
KFI
644
Key Financial Inc
Pennsylvania
$16K
SA
645
SRH Advisors
Kansas
$15K
LC
646
Lindbrook Capital
California
$15K +$790 +11 +5%
GIA
647
GHP Investment Advisors
Colorado
$15K +$6.54K +91 +81%
ACM
648
Antonetti Capital Management
Florida
$14K
FMP
649
Financial Management Professionals
Texas
$14K
ST
650
Smithfield Trust
Pennsylvania
$14K