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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 Market Value Shares Shares
Change
Shares
Change %
ONST
501
Old North State Trust
North Carolina
$67K 922
DGAM
502
Desjardins Global Asset Management
Quebec, Canada
$64K 894 +894 New
LFA
503
Level Financial Advisors
New York
$63K 867 +867 New
FPWM
504
FSB Premier Wealth Management
Iowa
$63K 883 +883 New
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$60K 829 +6 +0.7%
DHGWA
506
Dixon Hughes Goodman Wealth Advisors
North Carolina
$58K 808 +808 New
SC
507
Stephens Consulting
Michigan
$52.4K 725 +725 New
TFS
508
TrustCore Financial Services
Tennessee
$52K 717
MWC
509
MBM Wealth Consultants
Missouri
$51K 710 +190 +37%
QC
510
Quent Capital
New York
$51K 704 +704 New
BC
511
Burleson & Co
California
$50K 685
WB
512
West Bancorporation
Iowa
$49K 672 +672 New
CHC
513
City Holding Co
West Virginia
$48K 678 -100 -13%
RAM
514
Riggs Asset Management
Pennsylvania
$48K 665
CYG
515
Clean Yield Group
Vermont
$48K 659
CBT
516
CoreFirst Bank & Trust
Kansas
$47K 655
RDIA
517
RE Dickinson Investment Advisors
Iowa
$47K 651 +651 New
APA
518
American Portfolios Advisors
New York
$46.9K 649 +1 +0.2%
SWA
519
Sutton Wealth Advisors
Florida
$45.9K 635 -25 -4%
FCFS
520
First Command Financial Services
Texas
$45K 628
FHA
521
First Horizon Advisors
Tennessee
$44K 615
CA
522
CoreCap Advisors
Michigan
$43K 587 +587 New
AIP
523
Ahrens Investment Partners
Louisiana
$43K 600 +600 New
MFA
524
McClarren Financial Advisors
Pennsylvania
$42K 568 +6 +1%
CFO
525
CVA Family Office
Colorado
$42K 580 +580 New