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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
TPSF
201
Texas Permanent School Fund
Texas
$2.07M -$33.3K -473 -2%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$2.03M -$737K -10,471 -26%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$2.01M -$1.06M -15,079 -33%
HF
204
HRT Financial
New York
$1.99M +$1.77M +25,224 +559%
SO
205
STRS Ohio
Ohio
$1.96M -$535K -7,604 -21%
GRP
206
Global Retirement Partners
California
$1.94M -$985 -14 -0%
NAM
207
Nissay Asset Management
Japan
$1.83M -$72.2K -1,027 -4%
HIMCH
208
Hartford Investment Management Co (HIMCO)
Connecticut
$1.76M -$32.1K -457 -2%
CM
209
Columbus Macro
Pennsylvania
$1.75M -$74.2K -1,055 -4%
ACM
210
AlphaCrest Capital Management
New York
$1.72M +$724K +10,291 +67%
WCBA
211
Weaver C. Barksdale & Associates
Tennessee
$1.71M +$109K +1,545 +6%
JMPWA
212
JP Morgan Private Wealth Advisors
California
$1.7M +$21.9K +311 +1%
HWM
213
Hohimer Wealth Management
Washington
$1.68M
CAN
214
Cetera Advisor Networks
California
$1.67M +$858K +12,195 +95%
KAS
215
Kestra Advisory Services
Texas
$1.63M +$744K +10,574 +76%
RC
216
RegentAtlantic Capital
New Jersey
$1.6M -$4.43K -63 -0.3%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$1.56M -$679K -9,648 -29%
WBC
218
Westpac Banking Corp
Australia
$1.54M
X
219
Xponance
Pennsylvania
$1.51M +$385K +5,470 +32%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$835K -11,872 -34%
Stifel Financial
221
Stifel Financial
Missouri
$1.49M +$397K +5,646 +34%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$1.47M -$4.15K -59 -0.3%
BL
223
Balentine LLC
Georgia
$1.46M +$547K +7,783 +55%
CC
224
Cypress Capital
Tennessee
$1.43M -$23.6K -335 -2%
FIM
225
Freedom Investment Management
Connecticut
$1.4M +$446K +6,335 +43%