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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
DILIC
201
Dai-ichi Life Insurance Company
Japan
$2.33M
AC
202
Arjuna Capital
North Carolina
$2.32M -$826K -11,493 -26%
MOACM
203
Mutual of America Capital Management
New York
$2.32M +$3.23K +45 +0.1%
HW
204
Hancock Whitney
Mississippi
$2.31M -$22K -306 -0.9%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$2.3M -$112K -1,563 -5%
LS
206
Livforsakringsbolaget Skandia
Sweden
$2.29M -$934K -13,000 -29%
US Bancorp
207
US Bancorp
Minnesota
$2.23M -$540K -7,513 -20%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$2.19M -$117K -1,629 -5%
KAS
209
Kestra Advisory Services
Texas
$2.18M +$420K +5,841 +24%
PAG
210
Private Advisor Group
New Jersey
$2.17M -$378K -5,259 -15%
EI
211
Ethic Inc
New York
$2.14M -$374K -5,200 -15%
VIA
212
Vident Investment Advisory
Georgia
$2.14M -$2.27M -31,585 -50%
AAF
213
Andra AP-fonden
Sweden
$2.11M -$2.35M -32,700 -53%
Truist Financial
214
Truist Financial
North Carolina
$2.1M +$802K +11,171 +62%
JF
215
Jump Financial
Illinois
$2M +$1.75M +24,376 +731%
NAM
216
Nissay Asset Management
Japan
$1.99M +$10.2K +142 +0.5%
CNB
217
Czech National Bank
Czech Republic
$1.94M +$1.93M +26,913 New
EFI
218
EHP Funds Inc
Canada
$1.93M +$1.92M +26,760 New
AG
219
Ascent Group
Virginia
$1.88M +$213K +2,959 +16%
PAS
220
Park Avenue Securities
New York
$1.87M +$780K +10,861 +72%
X
221
Xponance
Pennsylvania
$1.87M +$235K +3,277 +14%
CM
222
Columbus Macro
Pennsylvania
$1.82M -$65.3K -909 -3%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$1.82M +$461K +6,415 +34%
HWM
224
Hohimer Wealth Management
Washington
$1.81M
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$1.8M -$398K -5,545 -18%