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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
TAM
676
Tucker Asset Management
Colorado
$1.2K
ACK
677
Andrew C. Karlinski
$1K
TFA
678
Transamerica Financial Advisors
Florida
$1K +$70 +1 New
CAL
679
Capital Advisors Ltd
Ohio
$1K +$703 +10 New
WWM
680
Wolff Wiese Magana
California
$1K +$703 +10 New
SWM
681
Spire Wealth Management
Virginia
$1K +$844 +12 New
RDIA
682
RE Dickinson Investment Advisors
Iowa
$44 +$492 +7 +1%
SSA
683
Schonfeld Strategic Advisors
New York
-$20.1M -273,900 Closed
GC
684
Gillson Capital
Illinois
-$18.9M -256,861 Closed
PCM
685
Prana Capital Management
Connecticut
-$5.25M -71,481 Closed
OQS
686
Occudo Quantitative Strategies
Florida
-$5.21M -71,002 Closed
Tudor Investment Corp
687
Tudor Investment Corp
Connecticut
-$4.65M -63,284 Closed
AWA
688
Aaron Wealth Advisors
Illinois
-$709K -52,047 Closed
MSL
689
Mackay Shields LLC
New York
-$2.62M -35,671 Closed
GSC
690
G&S Capital
Colorado
-$1.75M -23,902 Closed
EPFB
691
Employees Provident Fund Board
Malaysia
-$1.5M -20,500 Closed
E
692
Ergoteles
New York
-$1.4M -19,048 Closed
GAM
693
Gotham Asset Management
New York
-$1.21M -16,504 Closed
ZIG
694
Zurich Insurance Group
Switzerland
-$1.15M -15,700 Closed
TA
695
TKG Advisors
Indiana
-$1.02M -13,848 Closed
XT
696
XTX Topco
Cayman Islands
-$862K -11,740 Closed
CAM
697
Cresset Asset Management
Illinois
-$633K -8,616 Closed
SEC
698
Seven Eight Capital
New York
-$627K -8,541 Closed
PP
699
Paloma Partners
Connecticut
-$609K -8,300 Closed
Walleye Capital
700
Walleye Capital
New York
-$366K -4,988 Closed