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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: 689 → 705 (+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: 4 → 3 (-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
Top Buyers
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$47.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.2M |
| 5 |
Axa
Paris,
France
|
+$20.1M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$125M |
| 2 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
|
-$67.5M |
| 3 |
N
Natixis
Paris,
France
|
-$53.7M |
| 4 |
BlackRock
New York
|
-$45.7M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$31.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
751
Legacy CG
Plano,
Texas
| – | -$7K | -107 | Closed |
|
|
FMB
752
Field & Main Bank
Henderson,
Kentucky
| – | -$6K | -83 | Closed |
|
|
GKIM
753
GW&K Investment Management
Boston,
Massachusetts
| – | -$5K | -68 | Closed |
|
|
SSB
754
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -43 | Closed |
|
|
HPC
755
HM Payson & Co
Portland,
Maine
| – | -$3K | -41 | Closed |
|
|
TWP
756
TFO Wealth Partners
Maumee,
Ohio
| – | -$2K | -27 | Closed |
|
|
WWM
757
Wolff Wiese Magana
Carslbad,
California
| – | -$1K | -10 | Closed |
|
|
ACK
758
Andrew C. Karlinski
| – | -$1K | -9 | Closed |
|
759
Man Group
London,
United Kingdom
| – | -$2.11M | – | – |
|