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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 %
LB
376
Legacy Bridge
Iowa
$331K
EHWM
377
Eads & Heald Wealth Management
Georgia
$328K -$2.17K -30 -0.7%
LFA
378
Legacy Financial Advisors
Kentucky
$328K +$17K +236 +5%
KNFPWM
379
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K +$328K +4,533 New
ASN
380
Advisory Services Network
Georgia
$326K +$74.8K +1,033 +30%
MFGM
381
Marshall Financial Group (Maryland)
Maryland
$323K +$323K +4,465 New
IRF
382
IBM Retirement Fund
New York
$320K -$233K -3,219 -42%
QI
383
Qtron Investments
Massachusetts
$319K
TC
384
TownSquare Capital
Utah
$319K +$319K +4,409 New
CPC
385
Cookson Peirce & Co
Pennsylvania
$318K +$318K +4,400 New
CA
386
Cetera Advisors
Colorado
$315K -$25.3K -349 -7%
AF
387
Allworth Financial
California
$315K +$12K +166 +4%
EF
388
Empirical Finance
Pennsylvania
$315K +$81.7K +1,130 +35%
PAM
389
Palisade Asset Management
Minnesota
$307K -$217K -3,000 -41%
JMF
390
Johnson Midwest Financial
Iowa
$301K +$578 +8 +0.2%
CAAM
391
Cornerstone Advisors Asset Management
Pennsylvania
$296K +$296K +4,091 New
CGL
392
Clarius Group LLC
Washington
$292K +$17.5K +242 +6%
VAS
393
Vestmark Advisory Solutions
Massachusetts
$290K -$2.24K -31 -0.8%
IPW
394
Inlet Private Wealth
Florida
$290K +$651 +9 +0.2%
RG
395
Renaissance Group
Kentucky
$287K
LPIC
396
LeJeune Puetz Investment Counsel
Michigan
$284K
AC
397
ASB Consultores
Florida
$284K +$284K +3,920 New
ACS
398
Archford Capital Strategies
Illinois
$281K +$1.88K +26 +0.7%
9WM
399
9258 Wealth Management
Ohio
$280K
ESCM
400
Echo Street Capital Management
New York
$274K -$29.6K -409 -10%