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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 %
SWA
501
Sutton Wealth Advisors
Florida
$42.5K 660 -8 -1%
CBT
502
CoreFirst Bank & Trust
Kansas
$42K 655
CYG
503
Clean Yield Group
Vermont
$42K 659
APA
504
American Portfolios Advisors
New York
$41.7K 648 +64 +11%
FCB
505
First Command Bank
Texas
$40K 628
FCFS
506
First Command Financial Services
Texas
$40K 628
FHA
507
First Horizon Advisors
Tennessee
$40K 615 +192 +45%
MFA
508
McClarren Financial Advisors
Pennsylvania
$36K 562 +5 +0.9%
SV
509
Stilwell Value
New York
$35K 547
GAM
510
Gemmer Asset Management
California
$35K 539 +7 +1%
TPCW
511
TD Private Client Wealth
New York
$34.8K 540 -35 -6%
HFM
512
Harvest Fund Management
China
$34K 541
AWA
513
Arkadios Wealth Advisors
Georgia
$34K 536
TFO
514
Tarbox Family Office
California
$34K 527
TAIM
515
TD Ameritrade Investment Management
Nebraska
$34K 835 +717 +608%
AIM
516
Anchor Investment Management
South Carolina
$33.1K 514 +150 +41%
BU
517
BBVA USA
Alabama
$33K 514
MWC
518
MBM Wealth Consultants
Missouri
$33K 520 +115 +28%
LAS
519
Lloyd Advisory Services
Georgia
$32K 495 +254 +105%
AWM
520
Avior Wealth Management
Nebraska
$32K 501 +283 +130%
Kayne Anderson Rudnick Investment Management
521
Kayne Anderson Rudnick Investment Management
California
$31K 486
AAP
522
Arax Advisory Partners
Colorado
$31K 475 +4 +0.8%
BIA
523
Bell Investment Advisors
California
$29K 447 +447 New
ODG
524
O'Dell Group
Ohio
$29K 455 +455 New
PAI
525
Pittenger & Anderson Inc
Nebraska
$28K 442