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
GIA
651
GHP Investment Advisors
Colorado
$7K +$5.7K +81 +261%
LC
652
Legacy CG
Texas
$7K +$7.53K +107 New
OAJ
653
Ogorek Anthony Joseph
New York
$6K -$1.9K -27 -23%
CHA
654
Carmichael Hill & Associates
Maryland
$6K
First Manhattan
655
First Manhattan
New York
$6K
FMB
656
Field & Main Bank
Kentucky
$6K +$5.84K +83 New
ME
657
McIlrath & Eck
Washington
$5K
POIA
658
Pin Oak Investment Advisors
Texas
$5K
GKIM
659
GW&K Investment Management
Massachusetts
$5K +$1.69K +24 +55%
FGAM
660
Financial Gravity Asset Management
Texas
$5K +$84.4K +1,200 +1,644%
PPWM
661
PFG Private Wealth Management
Florida
$4K
HPC
662
HM Payson & Co
Maine
$3K -$9.85K -140 -77%
HS
663
Horan Securities
United States
$3K
SSB
664
Sandy Spring Bank
Maryland
$3K
VCM
665
Versant Capital Management
Arizona
$3K
AIC
666
Archer Investment Corporation
Indiana
$2.94K
SWA
667
SOA Wealth Advisors
New York
$2K -$985 -14 -27%
CWC
668
Carolinas Wealth Consulting
North Carolina
$2K
Lazard Asset Management
669
Lazard Asset Management
New York
$2K
PSB
670
Piscataqua Savings Bank
New Hampshire
$2K
TFM
671
TFC Financial Management
Massachusetts
$2K
EW
672
Evoke Wealth
California
$2K +$352 +5 +22%
DI
673
Disciplined Investments
Oklahoma
$2K +$492 +7 +24%
TWP
674
TFO Wealth Partners
Ohio
$2K +$1.9K +27 New
WPA
675
West Paces Advisors
Georgia
$1.27K