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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$6.68M +$400K +5,683 +6%
CI
102
Conning Inc
Connecticut
$6.57M -$790K -11,234 -10%
CM
103
Churchill Management
California
$6.53M +$470K +6,677 +7%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$6.49M +$330K +4,691 +5%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$6.26M +$1.79M +25,404 +37%
ANTB
106
AMG National Trust Bank
Colorado
$6.13M +$887K +12,608 +16%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$5.95M +$522K +7,424 +9%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$5.9M -$1.54M -21,845 -20%
DWT
109
Dorsey & Whitney Trust
South Dakota
$5.87M -$118K -1,678 -2%
ERSOT
110
Employees Retirement System of Texas
Texas
$5.86M
LPL Financial
111
LPL Financial
California
$5.78M +$102K +1,446 +2%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$5.74M -$588K -8,355 -9%
CIM
113
Cambria Investment Management
California
$5.64M +$5.94M +84,490 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$5.62M -$831K -11,820 -12%
CPO
115
Cerity Partners OCIO
New York
$5.61M +$486K +6,906 +9%
Aviva
116
Aviva
United Kingdom
$5.61M +$2.53M +35,938 +75%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$5.61M -$986K -14,012 -14%
UIM
118
USS Investment Management
United Kingdom
$5.6M -$332K -4,725 -5%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$5.56M +$764K +10,860 +15%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$5.53M -$338K -4,812 -5%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$5.35M -$497K -7,060 -8%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$5.3M -$3.55M -50,461 -39%
FAF
123
Första AP-fonden
Sweden
$5.22M -$612K -8,700 -10%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$5.2M -$182K -2,590 -3%
AB
125
Amalgamated Bank
New York
$5.18M +$1.01M +14,321 +23%