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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 %
RWA
426
Redhawk Wealth Advisors
Minnesota
$226K
KC
427
Kinloch Capital
Virginia
$226K
P
428
Pitcairn
Pennsylvania
$224K +$224K +3,102 New
JGIA
429
Jackson Grant Investment Advisers
Connecticut
$222K
SWM
430
SeaCrest Wealth Management
New York
$222K +$222K +3,066 New
JCM
431
Jacobi Capital Management
Pennsylvania
$221K +$3.47K +48 +2%
WWM
432
Western Wealth Management
Colorado
$221K +$221K +3,067 New
PCMC
433
Paragon Capital Management (Colorado)
Colorado
$220K +$220K +3,037 New
CFS
434
CRA Financial Services
New Jersey
$217K +$217K +3,000 New
IC
435
IEQ Capital
California
$216K -$16.7K -231 -7%
LSPW
436
Lake Street Private Wealth
Illinois
$214K +$214K +2,958 New
SNB
437
Security National Bank
Nebraska
$210K +$210K +2,905 New
QCG
438
Quadrant Capital Group
Ohio
$209K +$7.29K +101 +4%
GIA
439
Gateway Investment Advisers
Ohio
$209K +$209K +2,893 New
TSS
440
Two Sigma Securities
New York
$209K +$209K +2,895 New
Cerity Partners
441
Cerity Partners
New York
$205K +$205K +2,836 New
SFG
442
SevenBridge Financial Group
Pennsylvania
$204K +$204K +2,819 New
WB
443
WesBanco Bank
West Virginia
$202K -$109K -1,500 -35%
ECM
444
Evergreen Capital Management
Washington
$201K +$201K +2,783 New
SSC
445
Syverson Strege & Co
Iowa
$195K -$58.2K -805 -23%
Bessemer Group
446
Bessemer Group
New Jersey
$193K -$4.11K -57 -2%
OIA
447
Optimum Investment Advisors
Illinois
$184K
MAM
448
Meeder Asset Management
Ohio
$183K +$24.3K +336 +15%
CFB
449
Cullen/Frost Bankers
Texas
$182K
WT
450
Whittier Trust
California
$181K +$181K +2,500 New