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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
YCM
176
Yousif Capital Management
Michigan
$2.62M -$210K -2,990 -7%
NYLIM
177
New York Life Investment Management
New York
$2.6M +$2.74M +38,960 New
US Bancorp
178
US Bancorp
Minnesota
$2.57M -$284K -4,037 -9%
PHK
179
Point72 Hong Kong
Hong Kong
$2.56M +$570K +8,109 +27%
TAF
180
Tredje AP-fonden
Sweden
$2.48M
APP
181
Avantax Planning Partners
Iowa
$2.44M -$2.18K -31 -0.1%
AAM
182
Advisors Asset Management
Colorado
$2.42M +$168K +2,394 +7%
MPM
183
Meritage Portfolio Management
Kansas
$2.4M +$29.6K +421 +1%
DWM
184
Dakota Wealth Management
Florida
$2.39M +$50.2K +713 +2%
APF
185
Alaska Permanent Fund
Alaska
$2.38M -$211K -3,000 -8%
Assenagon Asset Management
186
Assenagon Asset Management
Luxembourg
$2.38M +$2.51M +35,617 New
HighTower Advisors
187
HighTower Advisors
Illinois
$2.37M +$83K +1,180 +3%
PAG
188
Private Advisor Group
New Jersey
$2.36M +$70.3K +999 +3%
EI
189
Ethic Inc
New York
$2.33M +$226K +3,213 +10%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.29M +$120K +1,709 +5%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$2.23M +$47.1K +669 +2%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$2.18M
SFI
193
Siemens Fonds Invest
Germany
$2.17M -$2.81K -40 -0.1%
HW
194
Hancock Whitney
Mississippi
$2.16M +$2.95K +42 +0.1%
DILIC
195
Dai-ichi Life Insurance Company
Japan
$2.15M +$2.27M +32,252 New
MOACM
196
Mutual of America Capital Management
New York
$2.14M -$26K -369 -1%
LS
197
Leelyn Smith
Illinois
$2.14M +$106K +1,508 +5%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$2.14M +$409K +5,815 +22%
Man Group
199
Man Group
United Kingdom
$2.11M -$9.33M -132,675 Closed
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$2.11M +$447K +6,358 +25%