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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
CWM
176
CIBC World Markets
New York
$2.76M -$1.05M -14,639 -28%
MPM
177
Meritage Portfolio Management
Kansas
$2.75M +$146K +2,034 +6%
YCM
178
Yousif Capital Management
Michigan
$2.74M -$88.3K -1,229 -3%
AAM
179
Advisors Asset Management
Colorado
$2.72M +$110K +1,535 +4%
WAM
180
Weiss Asset Management
Massachusetts
$2.71M +$2.7M +37,525 New
CS
181
Candriam SCA
Luxembourg
$2.67M +$1.49M +20,793 +128%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$2.67M -$164K -2,280 -6%
NYLIM
183
New York Life Investment Management
New York
$2.67M -$146K -2,037 -5%
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$2.66M -$3.33M -46,313 -56%
Franklin Resources
185
Franklin Resources
California
$2.66M +$1.4M +19,507 +112%
BA
186
Bridgewater Associates
Connecticut
$2.64M +$1.19M +16,506 +82%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$2.6M -$278K -3,875 -10%
APF
188
Alaska Permanent Fund
Alaska
$2.58M
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$2.56M +$384K +5,351 +18%
JMPWA
190
JP Morgan Private Wealth Advisors
California
$2.55M +$709K +9,874 +39%
HighTower Advisors
191
HighTower Advisors
Illinois
$2.54M -$35.5K -494 -1%
APP
192
Avantax Planning Partners
Iowa
$2.5M -$138K -1,920 -5%
DWM
193
Dakota Wealth Management
Florida
$2.48M -$102K -1,425 -4%
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M -$22.3K -311 -0.9%
WAM
195
Wakefield Asset Management
Colorado
$2.41M +$2.4M +33,460 New
SFI
196
Siemens Fonds Invest
Germany
$2.41M +$62.6K +872 +3%
LS
197
Leelyn Smith
Illinois
$2.38M +$66.4K +925 +3%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$2.37M +$1.56M +21,740 +195%
TPSF
199
Texas Permanent School Fund
Texas
$2.37M +$126K +1,758 +6%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$2.36M