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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
OAJ
676
Ogorek Anthony Joseph
New York
$6K
POIA
677
Pin Oak Investment Advisors
Texas
$6K
JWM
678
Janiczek Wealth Management
Colorado
$6K +$5.6K +78 +1,950%
AA
679
Ancora Advisors
Ohio
$6K +$6.46K +90 New
FGAM
680
Financial Gravity Asset Management
Texas
$5.22K -$3.52K -49 -4%
Canada Pension Plan Investment Board
681
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$14.1M -196,821 -100%
ME
682
McIlrath & Eck
Washington
$5K
GC
683
Globeflex Capital
California
$5K +$4.53K +63 New
EC
684
EdgeRock Capital
Colorado
$5K +$4.6K +64 New
PPWM
685
PFG Private Wealth Management
Florida
$4K
AIC
686
Archer Investment Corporation
Indiana
$3.17K
VCM
687
Versant Capital Management
Arizona
$3K -$359 -5 -12%
HS
688
Horan Securities
United States
$3K
PSB
689
Piscataqua Savings Bank
New Hampshire
$3K
DI
690
Disciplined Investments
Oklahoma
$3K +$72 +1 +3%
SWA
691
SOA Wealth Advisors
New York
$2K -$144 -2 -5%
CWC
692
Carolinas Wealth Consulting
North Carolina
$2K
EW
693
Evoke Wealth
California
$2K
TFM
694
TFC Financial Management
Massachusetts
$2K
ANBT
695
American National Bank & Trust
Texas
$2K +$1.58K +22 New
CT
696
Cambridge Trust
Massachusetts
$2K +$1.65K +23 New
CAL
697
Capital Advisors Ltd
Ohio
$2K +$1.72K +24 +240%
HGERS
698
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.94K +41 New
TAM
699
Tucker Asset Management
Colorado
$1.59K
WPA
700
West Paces Advisors
Georgia
$1.37K