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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 %
NB
326
Norinchukin Bank
Japan
$593K -$16.6K -230 -3%
KA
327
Kintegral Advisory
New York
$592K
WG
328
Winton Group
United Kingdom
$588K +$588K +8,131 New
DA
329
DCM Advisors
New York
$584K +$14.6K +202 +3%
MYAM
330
Meiji Yasuda Asset Management
Japan
$576K +$18.1K +250 +3%
WFM
331
Wolff Financial Management
Michigan
$565K
S
332
Seeyond
France
$562K -$6.07K -84 -1%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$562K +$562K +7,776 New
BCV
334
Banque Cantonale Vaudoise
Switzerland
$532K -$1.98M -27,400 -79%
GC
335
Gilbert & Cook
Iowa
$527K +$16.2K +224 +3%
JE
336
JMAC Enterprises
Pennsylvania
$521K +$521K +6,800 New
EAM
337
Erste Asset Management
Austria
$520K
Squarepoint
338
Squarepoint
New York
$506K +$154K +2,133 +44%
GT
339
Greenleaf Trust
Michigan
$502K +$17.7K +245 +4%
FFM
340
Forum Financial Management
Illinois
$498K +$498K +6,889 New
MAG
341
Mokosak Advisory Group
Iowa
$497K +$20K +276 +4%
NB
342
Nicolet Bankshares
Wisconsin
$481K -$8.46K -117 -2%
RIG
343
Roosevelt Investment Group
New York
$477K
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$472K +$7.24K +100 +2%
RFC
345
Regions Financial Corp
Alabama
$465K +$217K +3,000 +87%
JSL
346
JT Stratford LLC
Georgia
$464K -$13.9K -192 -3%
IA
347
IFP Advisors
Florida
$449K -$36.1K -499 -7%
CL
348
Choreo LLC
Illinois
$447K -$9.34K -129 -2%
BBVA
349
Banco Bilbao Vizcaya Argentaria
Spain
$445K +$3.75K +52 +0.8%
GWM
350
Geneos Wealth Management
Colorado
$436K -$132K -1,834 -23%