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Principal Financial Group

700 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, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
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
223
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
Shares
Change %
CT
401
Chicago Trust
Illinois
$368K -$281K -3,900 -43%
EI
402
Ellevest Inc
New York
$367K -$28.3K -392 -7%
SP
403
Symmetry Partners
Connecticut
$367K
STCOSD
404
Sageworth Trust Company of South Dakota
South Dakota
$366K -$142K -1,972 -28%
EH
405
Equitable Holdings
New York
$366K +$2.88K +40 +0.8%
CL
406
Choreo LLC
Illinois
$363K +$6.5K +90 +2%
1WA
407
180 Wealth Advisors
Washington
$359K +$24.7K +343 +7%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$358K +$2.24K +31 +0.6%
William Blair & Company
409
William Blair & Company
Illinois
$352K +$25.1K +348 +8%
LFA
410
Legacy Financial Advisors
Kentucky
$350K +$20.8K +289 +6%
TMAM
411
Tokio Marine Asset Management
Japan
$344K +$18K +250 +6%
CWP
412
Concord Wealth Partners
Virginia
$335K -$31.1K -430 -8%
TF
413
Trek Financial
Arizona
$334K +$334K +4,635 New
SW
414
SVB Wealth
Massachusetts
$327K +$327K +4,531 New
Wolverine Trading
415
Wolverine Trading
Illinois
$319K -$13K -182 -4%
SCA
416
Snowden Capital Advisors
New York
$317K -$2.16K -30 -0.7%
CCG
417
Cypress Capital Group
Florida
$316K +$13.7K +190 +5%
CCM
418
Community Capital Management
Florida
$314K -$141K -1,950 -31%
CA
419
Continuum Advisory
Idaho
$304K -$27K -374 -8%
AWM
420
Apollon Wealth Management
South Carolina
$303K -$11.4K -158 -4%
EHWM
421
Eads & Heald Wealth Management
Georgia
$300K -$4.69K -65 -2%
QI
422
Qtron Investments
Massachusetts
$300K
JSL
423
JT Stratford LLC
Georgia
$297K -$26K -361 -8%
CIC
424
Cornercap Investment Counsel
Georgia
$297K
RG
425
Renaissance Group
Kentucky
$296K