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Principal Financial Group

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
301
Holderness Investments Company
North Carolina
$759K -$434 -6 -0.1%
Citadel Advisors
302
Citadel Advisors
Florida
$755K +$755K +10,444 New
AFP
303
Ausdal Financial Partners
Iowa
$754K
IAA
304
Independent Advisor Alliance
North Carolina
$751K +$122K +1,687 +19%
PAM
305
Panagora Asset Management
Massachusetts
$735K -$387K -5,351 -34%
SPIA
306
Steward Partners Investment Advisory
New York
$732K -$1.16K -16 -0.2%
CSS
307
Cubist Systematic Strategies
Connecticut
$731K -$1.65M -22,780 -69%
CAN
308
Cetera Advisor Networks
California
$725K -$53.4K -738 -7%
CG
309
Colony Group
Massachusetts
$719K +$72 +1 +0%
MCP
310
Martin Capital Partners
Oregon
$692K +$8.1K +112 +1%
VVP
311
Venture Visionary Partners
Ohio
$691K +$88.3K +1,221 +15%
B
312
Barings
North Carolina
$690K -$40K -552 -5%
FHB
313
First Hawaiian Bank
Hawaii
$683K
UB
314
UMB Bank
Missouri
$668K +$112K +1,552 +20%
Impax Asset Management Group
315
Impax Asset Management Group
United Kingdom
$663K -$21.4M -296,564 -97%
OWP
316
Obermeyer Wealth Partners
Colorado
$654K
CT
317
Chicago Trust
Illinois
$651K -$18.1K -250 -3%
CAM
318
Cresset Asset Management
Illinois
$644K +$370K +5,108 +135%
CSB
319
City State Bank
Iowa
$639K +$639K +8,839 New
SC
320
Savant Capital
Illinois
$621K +$22.5K +311 +4%
FWP
321
FAS Wealth Partners
Kansas
$618K +$308K +4,260 +99%
YIH
322
Y-Intercept (HK)
Hong Kong
$614K +$163K +2,255 +36%
CAM
323
Carret Asset Management
New York
$611K
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$605K +$27.1K +375 +5%
BL
325
Balentine LLC
Georgia
$600K +$107K +1,477 +22%