We are live on ! Find out more
PFG icon

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
AWM
701
Abound Wealth Management
Tennessee
$1.16K +$1.15K +16 New
PWMG
702
Prestige Wealth Management Group
New Jersey
$1K
TFA
703
Transamerica Financial Advisors
Florida
$1K
SIC
704
SJS Investment Consulting
Ohio
$1K +$1.36K +19 New
JMF
705
Johnson Midwest Financial
Iowa
$291 +$503 +7 +0.2%
ORIO
706
Old Republic International (ORI)
Illinois
-$67.5M -1,010,000 Closed
ERSOT
707
Employees Retirement System of Texas
Texas
-$5.86M -87,725 Closed
PHK
708
Point72 Hong Kong
Hong Kong
-$2.56M -38,370 Closed
HF
709
HRT Financial
New York
-$1.99M -29,738 Closed
CC
710
Cypress Capital
Tennessee
-$1.43M -21,449 Closed
MSRPS
711
Maryland State Retirement & Pension System
Maryland
-$1.29M -19,249 Closed
MP
712
McDonald Partners
Ohio
-$743K -11,118 Closed
NIMI
713
Natixis Investment Managers International
France
-$711K -10,657 Closed
Walleye Trading
714
Walleye Trading
New York
-$660K -9,184 Closed
IG
715
ING Group
Netherlands
-$569K -8,517 Closed
SF
716
Synovus Financial
Georgia
-$377K -5,642 Closed
EIM
717
Elliott Investment Management
Florida
-$334K -5,000 Closed
WG
718
Winton Group
United Kingdom
-$272K -4,069 Closed
GSC
719
Ground Swell Capital
South Carolina
-$269K -4,033 Closed
RRCM
720
Rappaport Reiches Capital Management
Illinois
-$267K -4,004 Closed
BFM
721
Boothbay Fund Management
New York
-$245K -3,674 Closed
ECM
722
ExodusPoint Capital Management
New York
-$232K -3,476 Closed
HAIM
723
Hunter Associates Investment Management
Pennsylvania
-$228K -3,411 Closed
OTL
724
Oak Thistle LLC
New York
-$212K -3,163 Closed
FIA
725
Foundations Investment Advisors
Arizona
-$209K -3,149 Closed