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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 %
BAM
451
Belpointe Asset Management
Nevada
$123K 1,905
CFA
452
Carroll Financial Associates
North Carolina
$116K 1,811 -163 -8%
NIM
453
NuWave Investment Management
New Jersey
$114K 1,766 -550 -24%
SIM
454
Sentry Investment Management
Wisconsin
$113K 1,754 +1,594 +996%
Parallax Volatility Advisers
455
Parallax Volatility Advisers
California
$111K 1,717 +1,717 New
WFA
456
West Financial Advisors
Iowa
$109K 1,688 +1,274 +308%
Koshinski Asset Management
457
Koshinski Asset Management
Illinois
$106K 1,652 +1,652 New
RE
458
RBC Europe
United Kingdom
$101K 1,574
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K 1,574
Federated Hermes
460
Federated Hermes
Pennsylvania
$101K 1,569 -63 -4%
NFG
461
Next Financial Group
Texas
$101K 1,562 +807 +107%
FCA
462
FinTrust Capital Advisors
South Carolina
$98K 1,526 -50 -3%
PI
463
PineBridge Investments
New York
$98K 1,520 -35 -2%
M
464
MOTCO
Texas
$97K 1,509 +1,015 +205%
HNB
465
Huntington National Bank
Ohio
$94K 1,452 -233 -14%
AWM
466
Accel Wealth Management
Iowa
$94K 1,460 +1 +0.1%
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K 1,423 -310 -18%
LTI
468
Laffer Tengler Investments
Tennessee
$89.6K 1,392 +1,392 New
TH
469
TCTC Holdings
Texas
$89K 1,380
CAL
470
Capital Analysts LLC
Pennsylvania
$89K 1,382
AF
471
Advisornet Financial
Minnesota
$89K 1,377 +4 +0.3%
Jones Financial Companies
472
Jones Financial Companies
Missouri
$89K 1,385 +1,385 New
IFAM
473
Institutional & Family Asset Management
Colorado
$88K 1,359
SFO
474
Standard Family Office
South Dakota
$84K 1,300 -3,243 -71%
GLLW
475
Graves Light Lenhart Wealth
Virginia
$84K 1,300