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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.

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 %
BPA
401
Beacon Pointe Advisors
California
$270K -$58.6K -811 -18%
LOAMS
402
Lombard Odier Asset Management (Switzerland)
Switzerland
$269K +$269K +3,720 New
S
403
SignatureFD
Georgia
$268K +$47.6K +658 +22%
CG
404
Caprock Group
Idaho
$268K +$268K +3,704 New
DAS
405
Dynamic Advisor Solutions
Arizona
$266K
CWA
406
Centennial Wealth Advisory
Michigan
$265K +$14.8K +205 +6%
IHWM
407
Iron Horse Wealth Management
Iowa
$264K
TMAM
408
Tokio Marine Asset Management
Japan
$264K +$26.5K +366 +11%
William Blair & Company
409
William Blair & Company
Illinois
$263K -$52.4K -725 -17%
FC
410
FORA Capital
Florida
$257K +$257K +3,550 New
FFN
411
Focus Financial Network
Minnesota
$256K +$256K +3,539 New
EH
412
Equitable Holdings
New York
$256K +$20.7K +286 +9%
Brown Advisory
413
Brown Advisory
Maryland
$252K
PA
414
Profund Advisors
Maryland
$246K -$4.77K -66 -2%
T
415
TCWP
Ohio
$246K +$246K +3,407 New
MML Investors Services
416
MML Investors Services
Massachusetts
$243K +$243K +3,354 New
FIA
417
Foundations Investment Advisors
Arizona
$241K +$241K +3,149 New
DA
418
Denali Advisors
California
$239K -$340K -4,700 -59%
AIP
419
Ameritas Investment Partners
Nebraska
$234K -$20.1K -277 -8%
SWP
420
Stratos Wealth Partners
Ohio
$234K +$6.29K +87 +3%
ST
421
Sageworth Trust
Pennsylvania
$232K -$772K -10,692 -77%
BNP Paribas Asset Management
422
BNP Paribas Asset Management
France
$232K -$476K -6,574 -67%
KeyBank National Association
423
KeyBank National Association
Ohio
$229K +$229K +3,165 New
PA
424
Parallel Advisors
California
$227K +$30K +416 +15%
SPC
425
Sigma Planning Corp
Michigan
$227K +$227K +3,144 New