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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
Citadel Advisors
51
Citadel Advisors
Florida
$20.3M +$17M +241,976 +394%
EVM
52
Eaton Vance Management
Massachusetts
$19.8M +$2.41M +34,280 +13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$19.7M -$3.36M -47,767 -14%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$19.6M -$358K -5,093 -2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$19.1M -$1.22M -17,313 -6%
DZ Bank
56
DZ Bank
Germany
$18.4M -$102K -1,455 -0.5%
Principal Financial Group
57
Principal Financial Group
Iowa
$18.2M -$291K -4,135 -1%
Canada Life
58
Canada Life
Manitoba, Canada
$17.4M -$1.18M -16,714 -6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$16.8M -$113K -1,608 -0.6%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$16.4M -$549K -7,812 -3%
Citigroup
61
Citigroup
New York
$16.2M +$435K +6,181 +3%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$16M +$1.58M +22,520 +10%
UBS Group
63
UBS Group
Switzerland
$16M +$370K +5,255 +2%
Squarepoint
64
Squarepoint
New York
$15.7M +$16.5M +234,843 New
SAM
65
Storebrand Asset Management
Norway
$15.4M +$952K +13,534 +6%
Wells Fargo
66
Wells Fargo
California
$14.6M +$1.71M +24,305 +13%
CM
67
Capital Management
Virginia
$14.5M -$134K -1,905 -0.9%
VLKIM
68
Van Lanschot Kempen Investment Management
Netherlands
$14.5M -$9.39M -133,493 -38%
Prudential Financial
69
Prudential Financial
New Jersey
$14.4M -$2.53M -36,030 -15%
Millennium Management
70
Millennium Management
New York
$14.1M +$9.94M +141,292 +201%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$13.4M +$3.84M +54,637 +37%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M -$35.2M -500,000 -72%
AWM
73
AE Wealth Management
Kansas
$12.3M +$4.62M +65,655 +56%
SIS
74
Sound Income Strategies
Florida
$12.2M +$1.13M +16,093 +10%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$1.47M -20,908 -10%