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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
PI
126
PGGM Investments
Netherlands
$5.37M +$5.34M +74,360 New
Millennium Management
127
Millennium Management
New York
$5.28M -$9.93M -138,226 -65%
TAF
128
Tredje AP-fonden
Sweden
$5.17M +$2.48M +34,532 +93%
Citadel Advisors
129
Citadel Advisors
Florida
$5.11M -$16.7M -232,588 -77%
Macquarie Group
130
Macquarie Group
Australia
$5.06M -$154K -2,146 -3%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$5.04M -$254K -3,533 -5%
CSS
132
Cubist Systematic Strategies
Connecticut
$5.03M +$4.89M +68,063 +4,113%
ASRS
133
Arizona State Retirement System
Arizona
$5.01M -$253K -3,528 -5%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$5M -$36K -501 -0.7%
SOMRS
135
State of Michigan Retirement System
Michigan
$4.96M -$50.3K -700 -1%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$4.91M +$137K +1,914 +3%
Nomura Asset Management
137
Nomura Asset Management
Japan
$4.9M +$184K +2,567 +4%
Wealthfront Advisers
138
Wealthfront Advisers
California
$4.89M -$105K -1,460 -2%
SSA
139
Schonfeld Strategic Advisors
New York
$4.73M +$4.71M +65,550 New
Natixis Advisors
140
Natixis Advisors
Massachusetts
$4.68M +$192K +2,671 +4%
UIM
141
USS Investment Management
United Kingdom
$4.63M -$1.41M -19,610 -23%
H
142
HoyleCohen
California
$4.62M -$21.4K -298 -0.5%
ONB
143
Old National Bancorp
Indiana
$4.62M -$657K -9,140 -12%
BFG
144
Beacon Financial Group
Texas
$4.6M -$37.7K -525 -0.8%
AIG
145
American International Group
New York
$4.57M -$170K -2,371 -4%
MIM
146
MetLife Investment Management
New Jersey
$4.46M -$129K -1,791 -3%
AB
147
Amalgamated Bank
New York
$4.45M -$1.15M -16,009 -21%
GC
148
Guggenheim Capital
Illinois
$4.39M -$247K -3,445 -5%
APG Asset Management
149
APG Asset Management
Netherlands
$4.18M +$3.08M +42,900 +310%
BWM
150
BerganKDV Wealth Management
Minnesota
$4.14M +$71.3K +993 +2%