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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
CBT
651
CoreFirst Bank & Trust
Kansas
$14K +$14.2K +197 New
GWA
652
Gibson Wealth Advisors
Texas
$13K
MFT
653
Moisand Fitzgerald Tamayo
Florida
$13K +$4.81K +67 +61%
PCM
654
Peregrine Capital Management
Minnesota
$12K
CFD
655
Creative Financial Designs
Indiana
$12K +$11.9K +166 New
GRP
656
Global Retirement Partners
California
$11K -$2.07M -28,849 -100%
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$11K
MCM
658
MV Capital Management
Maryland
$11K +$2.08K +29 +24%
SWM
659
Spire Wealth Management
Virginia
$11K +$10.1K +140 +1,167%
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$10.9K -$754K -10,502 -6%
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$10K
NMG
662
New Millennium Group
Utah
$10K
EBA
663
Eagle Bay Advisors
New York
$9K
IRC
664
Investors Research Corp
Georgia
$9K
EARNEST Partners
665
EARNEST Partners
Georgia
$8K
SC
666
SouthState Corp
Florida
$8K
TFP
667
Tilia Fiduciary Partners
North Carolina
$8K
SWM
668
Selective Wealth Management
Virginia
$8K +$7.9K +110 New
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8.76K +122 New
BWA
670
BDO Wealth Advisors
Florida
$7K
BCA
671
Bray Capital Advisors
Florida
$7K
CFFP
672
Center for Financial Planning
Michigan
$7K
CA
673
Clearstead Advisors
Ohio
$7K
MCC
674
Money Concepts Capital
Florida
$7K +$6.97K +97 New
CHA
675
Carmichael Hill & Associates
Maryland
$6K