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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
DnB Asset Management
151
DnB Asset Management
Norway
$4.05M +$372K +5,177 +10%
MFS
152
Mirabella Financial Services
United Kingdom
$3.98M -$3.25M -45,198 -45%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$3.92M -$407K -5,662 -9%
UA
154
Unison Advisors
District of Columbia
$3.91M +$36.8K +512 +1%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$3.73M -$105K -1,464 -3%
II
156
IFM Investors
Australia
$3.6M
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$3.6M -$2.81M -39,150 -44%
FCH
158
Freestone Capital Holdings
Washington
$3.54M -$358K -4,987 -9%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M +$1.87M +26,100 +115%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3.51M -$1.97M -27,481 -36%
DIA
161
Dean Investment Associates
Ohio
$3.48M +$67.7K +943 +2%
FAF
162
Första AP-fonden
Sweden
$3.46M -$2.16M -30,100 -39%
American Century Companies
163
American Century Companies
Missouri
$3.41M +$323K +4,491 +11%
MLM
164
Mount Lucas Management
Pennsylvania
$3.4M -$40.9K -570 -1%
Comerica Bank
165
Comerica Bank
Texas
$3.38M -$1.33M -18,459 -30%
KWM
166
Kingsview Wealth Management
Oregon
$3.25M +$310K +4,317 +11%
URS
167
Utah Retirement Systems
Utah
$3.2M -$21.5K -300 -0.7%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$3.19M +$910K +12,670 +40%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$3.19M -$25.1K -350 -0.8%
AIM
170
Achmea Investment Management
Netherlands
$3.18M +$1.67M +23,222 +112%
ISB
171
Iowa State Bank
Iowa
$3.15M -$1.25M -17,411 -29%
ProShare Advisors
172
ProShare Advisors
Maryland
$3.13M -$845K -11,766 -21%
Voloridge Investment Management
173
Voloridge Investment Management
Florida
$3.02M +$3M +41,802 New
EI
174
EDMP Inc
Florida
$2.8M -$30.9K -430 -1%
TI
175
Trexquant Investment
Connecticut
$2.79M +$2.78M +38,646 New