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
LA
701
Latitude Advisors
Florida
-$350K -4,766 Closed
Nomura Holdings
702
Nomura Holdings
Japan
-$342K -4,635 Closed
LCM
703
Laurion Capital Management
New York
-$338K -4,600 Closed
MFGM
704
Marshall Financial Group (Maryland)
Maryland
-$328K -4,465 Closed
IRF
705
IBM Retirement Fund
New York
-$307K -4,185 Closed
YIH
706
Y-Intercept (HK)
Hong Kong
-$304K -4,139 Closed
JG
707
Jefferies Group
New York
-$301K -4,097 Closed
VAS
708
Vestmark Advisory Solutions
Massachusetts
-$294K -4,006 Closed
DA
709
Duality Advisers
Florida
-$261K -3,550 Closed
EMG
710
ETF Managers Group
New Jersey
-$261K -3,494 Closed
AC
711
ASB Consultores
Florida
-$249K -3,396 Closed
PA
712
Profund Advisors
Maryland
-$242K -3,303 Closed
SPC
713
Sigma Planning Corp
Michigan
-$231K -3,150 Closed
HI
714
Horizon Investments
North Carolina
-$222K -3,023 Closed
AAS
715
Avantax Advisory Services
Texas
-$220K -2,998 Closed
SNB
716
Security National Bank
Nebraska
-$213K -2,905 Closed
JWCA
717
J.W. Cole Advisors
Florida
-$206K -2,804 Closed
BJL
718
Brighton Jones LLC
Washington
-$206K -2,803 Closed
ECM
719
Evergreen Capital Management
Washington
-$205K -2,790 Closed
AQR Capital Management
720
AQR Capital Management
Connecticut
-$205K -2,786 Closed
Koshinski Asset Management
721
Koshinski Asset Management
Illinois
-$203K -2,767 Closed
BAM
722
Blueshift Asset Management
New Jersey
-$203K -2,764 Closed
BAMF
723
BI Asset Management Fondsmaeglerselskab
Denmark
-$159K -2,164 Closed
HBT
724
Hills Bank & Trust
Iowa
-$103K -1,402 Closed
GAM
725
Gemmer Asset Management
California
-$90K -1,233 Closed