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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$11.5M -$2.96M -41,250 -21%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$11.4M +$465K +6,471 +4%
CI Investments Inc
78
CI Investments Inc
Ontario, Canada
$11.4M +$222K +3,090 +2%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$11.3M -$190K -2,651 -2%
Aviva
80
Aviva
United Kingdom
$11.2M +$5.13M +71,375 +85%
AWM
81
AE Wealth Management
Kansas
$11M -$2.24M -31,192 -17%
CM
82
Capital Management
Virginia
$10.5M -$5.12M -71,297 -33%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$10.5M -$7.17M -99,785 -41%
MSV
84
MN Services Vermogensbeheer
Netherlands
$10.3M -$776K -10,800 -7%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$10.2M -$371K -5,162 -4%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$10.2M -$27.3K -380 -0.3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$9.57M +$3.5M +48,750 +58%
CB
88
Commerce Bank
Missouri
$9.57M -$2.11M -29,434 -18%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.93M -$52K -724 -0.6%
GIM
90
Goelzer Investment Management
Indiana
$8.5M +$158K +2,196 +2%
PAMS
91
Pictet Asset Management (Switzerland)
Switzerland
$8.46M -$394K -5,485 -4%
ANTB
92
AMG National Trust Bank
Colorado
$8.45M +$1.81M +25,263 +28%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$8.04M -$372K -5,182 -4%
Squarepoint
94
Squarepoint
New York
$7.94M -$8.96M -124,754 -53%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$7.87M -$182K -2,540 -2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$7.82M +$7.34M +102,143 +1,653%
Asset Management One
97
Asset Management One
Japan
$7.78M -$143K -1,990 -2%
Jane Street
98
Jane Street
New York
$7.75M -$3.73M -51,921 -33%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$7.65M +$2.8M +38,922 +58%
FAF
100
Fjarde Ap-fonden
Sweden
$7.61M