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Principal Financial Group

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Shares
Change %
C
501
Covestor
United Kingdom
$100K -$20.7K -312 -17%
CTC
502
Central Trust Company
Missouri
$95K -$2.66K -40 -3%
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$34.2K +514 +58%
LTI
504
Laffer Tengler Investments
Tennessee
$93K
TH
505
TCTC Holdings
Texas
$92K
CAL
506
Capital Analysts LLC
Pennsylvania
$92K
JWA
507
JFS Wealth Advisors
Pennsylvania
$87K -$535 -8 -0.6%
GLLW
508
Graves Light Lenhart Wealth
Virginia
$87K
TWA
509
TCI Wealth Advisors
Arizona
$84K
CCM
510
Covington Capital Management
California
$83K -$470 -7 -0.6%
AF
511
Advisornet Financial
Minnesota
$82K -$35.3K -531 -30%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K
GCM
513
Gladius Capital Management
Illinois
$72K -$79.7K -1,190 -53%
SIA
514
Sit Investment Associates
Minnesota
$72K
HIA
515
Harbor Investment Advisory
Maryland
$72K
MWC
516
MBM Wealth Consultants
Missouri
$69K +$2.42K +36 +4%
PTC
517
Private Trust Company
Ohio
$68K +$68K +1,017 New
DSC
518
Duncker Streett & Co
Missouri
$67K +$67K +1,010 New
MCM
519
Manchester Capital Management
Vermont
$66K -$1.01K -15 -2%
M
520
MOTCO
Texas
$66K
TFS
521
TrustCore Financial Services
Tennessee
$65K +$17K +254 +35%
PB
522
Pinnacle Bancorp
Nebraska
$64K
FFC
523
First Financial Corp
Indiana
$64K
CDIA
524
Capital Directions Investment Advisors
Georgia
$63K +$63K +947 New
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K