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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
B
726
Barings
North Carolina
-$205K -3,069 Closed
WB
727
WesBanco Bank
West Virginia
-$203K -3,047 Closed
Simplex Trading
728
Simplex Trading
Illinois
-$169K -2,353 Closed
ETC
729
Exchange Traded Concepts
Oklahoma
-$136K -2,034 Closed
CMF
730
Counterpoint Mutual Funds
California
-$114K -1,705 Closed
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
-$93K -1,399 Closed
GLLW
732
Graves Light Lenhart Wealth
Virginia
-$87K -1,300 Closed
GCM
733
Gladius Capital Management
Illinois
-$72K -1,075 Closed
CDIA
734
Capital Directions Investment Advisors
Georgia
-$63K -947 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
735
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$55K -824 Closed
FBC
736
Fairfield, Bush & Co
Connecticut
-$47K -700 Closed
CI
737
CX Institutional
Indiana
-$41K -613 Closed
AIP
738
Ahrens Investment Partners
Louisiana
-$40K -600 Closed
HWA
739
HHM Wealth Advisors
Tennessee
-$27K -400 Closed
HFS
740
Heritage Financial Services
Massachusetts
-$24K -369 Closed
SFG
741
Steward Financial Group
Texas
-$22K -332 Closed
JPLA
742
Joseph P. Lucia & Associates
New York
-$20K -305 Closed
Jones Financial Companies
743
Jones Financial Companies
Missouri
-$19K -279 Closed
SMG
744
Spectrum Management Group
Indiana
-$17K -259 Closed
RIM
745
Rockbridge Investment Management
New York
-$17.2K -258 Closed
VRM
746
Vectors Research Management
New York
-$14K -216 Closed
COCM
747
Charter Oak Capital Management
New Hampshire
-$13K -200 Closed
GWMIA
748
Global Wealth Management Investment Advisory
Florida
-$11K -162 Closed
Loomis, Sayles & Company
749
Loomis, Sayles & Company
Massachusetts
-$9K -137 Closed
1IA
750
1834 Investment Advisors
Wisconsin
-$9K -129 Closed