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Principal Financial Group

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
MFA
501
McClarren Financial Advisors
Pennsylvania
$27K 546 +546 New
TFO
502
Tarbox Family Office
California
$26K 527
RWA
503
Ropes Wealth Advisors
Massachusetts
$26K 517 +7 +1%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$26K 534 +145 +37%
EWA
505
Evolution Wealth Advisors
Florida
$26K 526 +480 +1,043%
T
506
TOBAM
France
$25K 500 +500 New
GAM
507
Gemmer Asset Management
California
$24K 493
Kayne Anderson Rudnick Investment Management
508
Kayne Anderson Rudnick Investment Management
California
$24K 486 +486 New
AAP
509
Arax Advisory Partners
Colorado
$23K 462 +5 +1%
PAI
510
Pittenger & Anderson Inc
Nebraska
$22K 442 -577 -57%
WEC
511
Winslow Evans & Crocker
Massachusetts
$22K 437
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K 450
FHA
513
First Horizon Advisors
Tennessee
$21K 423 -101 -19%
LWM
514
Liberty Wealth Management
California
$21K 421 +1 +0.2%
WFA
515
West Financial Advisors
Iowa
$21K 414 +414 New
GIA
516
Goodwin Investment Advisory
Georgia
$21K 431 +431 New
MG
517
MilWealth Group
Wisconsin
$20.3K 410
EP
518
Eudaimonia Partners
Tennessee
$20K 411 -92 -18%
HWA
519
HHM Wealth Advisors
Tennessee
$20K 400
PFBT
520
Parkside Financial Bank & Trust
Missouri
$20K 411 +25 +6%
GWS
521
Glassman Wealth Services
Virginia
$20K 396 +348 +725%
VRM
522
Vectors Research Management
New York
$19K 393
AWA
523
Arkadios Wealth Advisors
Georgia
$19K 396 +147 +59%
DWMG
524
DB Wealth Management Group
California
$19K 377 +377 New
AFS
525
Annapolis Financial Services
Maryland
$19K 379 +379 New