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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
Swedbank
76
Swedbank
Sweden
$12.2M -$6.58M -93,529 -34%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$12.1M +$1.97M +28,053 +18%
GT
78
Glenmede Trust
Pennsylvania
$11.1M -$568K -8,077 -5%
CB
79
Commerce Bank
Missouri
$10.8M -$57.1K -812 -0.5%
Jane Street
80
Jane Street
New York
$10.6M +$3.42M +48,588 +44%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$10.6M -$808K -11,489 -7%
AIM
82
Artemis Investment Management
United Kingdom
$10.3M +$10.8M +154,032 New
CI Investments Inc
83
CI Investments Inc
Ontario, Canada
$10.3M -$237K -3,373 -2%
MSV
84
MN Services Vermogensbeheer
Netherlands
$10.3M -$3.07M -43,600 -22%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$10.1M +$1.62M +23,056 +18%
SLAM
86
Swiss Life Asset Management
$9.9M -$2.61M -37,125 -20%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$9.8M
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$9.48M -$292K -4,149 -3%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.32M -$675K -9,602 -7%
PAMS
90
Pictet Asset Management (Switzerland)
Switzerland
$8.2M -$1.02M -14,463 -11%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$7.96M -$1.5M -21,302 -15%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$7.79M +$69.7K +991 +0.9%
GIM
93
Goelzer Investment Management
Indiana
$7.72M -$155K -2,198 -2%
FAF
94
Fjarde Ap-fonden
Sweden
$7.61M -$394K -5,600 -5%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$7.46M +$920K +13,078 +13%
Asset Management One
96
Asset Management One
Japan
$7.33M -$423K -6,017 -5%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$7.14M
IIM
98
INTECH Investment Management
Florida
$6.86M +$7.22M +102,692 New
MFS
99
Mirabella Financial Services
United Kingdom
$6.77M +$7.1M +100,966 New
RJA
100
Raymond James & Associates
Florida
$6.72M +$896K +12,734 +14%