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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
DZ Bank
101
DZ Bank
Germany
$7.58M -$12.2M -170,000 -62%
CM
102
Churchill Management
California
$7.55M +$485K +6,752 +7%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$7.44M -$1.16M -16,182 -14%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$7.39M +$617K +8,591 +9%
Royal London Asset Management
105
Royal London Asset Management
United Kingdom
$7.22M -$485K -6,753 -6%
Osaic Holdings
106
Osaic Holdings
Arizona
$7.15M +$1.96M +27,319 +38%
RJA
107
Raymond James & Associates
Florida
$7.14M -$112K -1,565 -2%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$6.96M -$257K -3,583 -4%
LPL Financial
109
LPL Financial
California
$6.89M +$648K +9,016 +10%
CIM
110
Cambria Investment Management
California
$6.88M +$779K +10,849 +13%
IIM
111
INTECH Investment Management
Florida
$6.7M -$707K -9,838 -10%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$6.64M -$359K -5,000 -5%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$6.54M +$380K +5,290 +6%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$6.48M +$508K +7,078 +9%
BBVA
115
Banco Bilbao Vizcaya Argentaria
Spain
$6.34M +$5.74M +79,942 +1,018%
DWT
116
Dorsey & Whitney Trust
South Dakota
$6.23M -$114K -1,583 -2%
AIM
117
Artemis Investment Management
United Kingdom
$6.15M -$4.94M -68,793 -45%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$6.04M -$156K -2,175 -3%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$5.74M +$13.3K +185 +0.2%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$5.69M -$32.8K -457 -0.6%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$5.59M +$822K +11,446 +17%
NC
122
NewSquare Capital
Pennsylvania
$5.59M +$282K +3,926 +5%
Allianz Asset Management
123
Allianz Asset Management
Germany
$5.57M +$458K +6,373 +9%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$5.55M -$65.7K -915 -1%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$5.53M +$707K +9,845 +14%