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Principal Financial Group

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M
Name Market Value Shares Shares
Change
Shares
Change %
IC
426
IEQ Capital
California
$207K 3,213 +3,213 New
SWP
427
Stratos Wealth Partners
Ohio
$203K 3,150 +3,150 New
KC
428
Kinloch Capital
Virginia
$202K 3,130 -350 -10%
RWA
429
Redhawk Wealth Advisors
Minnesota
$202K 3,129 +3,129 New
AW
430
ACG Wealth
Georgia
$201K 3,122 +3,122 New
JGIA
431
Jackson Grant Investment Advisers
Connecticut
$198K 3,071
S
432
SignatureFD
Georgia
$196K 3,050 +568 +23%
JCM
433
Jacobi Capital Management
Pennsylvania
$194K 3,008 +678 +29%
WA
434
WestEnd Advisors
North Carolina
QCG
435
Quadrant Capital Group
Ohio
$180K 2,794 -119 -4%
PA
436
Parallel Advisors
California
$176K 2,729 +567 +26%
Bessemer Group
437
Bessemer Group
New Jersey
$176K 2,734 +1,154 +73%
TRCT
438
Tower Research Capital (TRC)
New York
$170K 2,638 -2,684 -50%
OIA
439
Optimum Investment Advisors
Illinois
$164K 2,550
CFB
440
Cullen/Frost Bankers
Texas
$162K 2,510 -127 -5%
TFGT
441
TS Financial Group (TSFG)
Illinois
$160K 2,479
LIM
442
Longfellow Investment Management
Massachusetts
$148K 2,289
DMBA
443
Deseret Mutual Benefit Administrators
Utah
$143K 2,214 -883 -29%
MAM
444
Meeder Asset Management
Ohio
$141K 2,191 +543 +33%
FWM
445
Focused Wealth Management
New York
$138K 2,150
SCA
446
Stonebridge Capital Advisors
Minnesota
$130K 2,022 -4,111 -67%
CA
447
Clearstead Advisors
Ohio
$128K 1,995 -22 -1%
DOA
448
D'Orazio & Associates
Virginia
$128K 1,983
BC
449
Bartlett & Co
Ohio
$124K 1,924 -14 -0.7%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$124K 1,924 -14 -0.7%