PFG icon

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 %
SCM
476
Silvant Capital Management
Georgia
$84K 1,297
CCM
477
Covington Capital Management
California
$80K 1,244 +1,244 New
JFA
478
JNBA Financial Advisors
Minnesota
$77K 1,193
CLOS
479
Compagnie Lombard Odier SCmA
Switzerland
$70K 1,090
FPS
480
Fieldpoint Private Securities
Connecticut
$69K 1,065 -133 -11%
HIA
481
Harbor Investment Advisory
Maryland
$69K 1,076
TWA
482
TCI Wealth Advisors
Arizona
$67K 1,046 +47 +5%
FMT
483
First Mercantile Trust
Tennessee
$65K 1,006 -55 -5%
RFA
484
Reilly Financial Advisors
California
$64K 1,000 -32 -3%
CTC
485
Central Trust Company
Missouri
$62K 968 -100 -9%
MCM
486
Manchester Capital Management
Vermont
$62K 960
FFC
487
First Financial Corp
Indiana
$62K 955
PB
488
Pinnacle Bancorp
Nebraska
$61K 951
ONST
489
Old North State Trust
North Carolina
$59K 922
CI
490
CX Institutional
Indiana
$58K 902 +399 +79%
KIG
491
Kowal Investment Group
Wisconsin
$58K 903 +903 New
Capstone Investment Advisors
492
Capstone Investment Advisors
New York
$57K 883 +883 New
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$53K 823 +6 +0.7%
CHC
494
City Holding Co
West Virginia
$50K 778
SAI
495
Systematic Alpha Investments
New Jersey
$47K 700
EWA
496
Evolution Wealth Advisors
Florida
$46K 711
TFS
497
TrustCore Financial Services
Tennessee
$46K 717
OSAM
498
O'Shaughnessy Asset Management
Connecticut
$45K 698 +1 +0.1%
BC
499
Burleson & Co
California
$44K 685
RAM
500
Riggs Asset Management
Pennsylvania
$43K 665