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Principal Financial Group

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
501
TS Financial Group (TSFG)
Illinois
$179K -$2.02K -28 -1%
SSC
502
Syverson Strege & Co
Iowa
$174K +$433 +6 +0.2%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$165K
BC
504
Bartlett & Co
Ohio
$165K
LIM
505
Longfellow Investment Management
Massachusetts
$165K
WFA
506
Wipfli Financial Advisors
Wisconsin
$163K +$163K +2,258 New
MAM
507
Meeder Asset Management
Ohio
$161K -$13.3K -185 -8%
QCG
508
Quadrant Capital Group
Ohio
$159K -$40.9K -566 -20%
FHA
509
First Horizon Advisors
Tennessee
$154K +$101K +1,405 +192%
PA
510
Parallel Advisors
California
$151K -$9.61K -133 -6%
TF
511
Tompkins Financial
New York
$150K
HI
512
Harbour Investments
Wisconsin
$146K
NIM
513
NuWave Investment Management
New Jersey
$144K +$144K +1,990 New
OIA
514
Optimum Investment Advisors
Illinois
$141K
HNB
515
Huntington National Bank
Ohio
$140K +$4.82K +67 +4%
AA
516
AlphaCentric Advisors
Puerto Rico
$138K +$138K +1,909 New
WFA
517
West Financial Advisors
Iowa
$134K +$14K +194 +12%
AG
518
AIA Group
Hong Kong
$133K -$81.9K -1,138 -38%
DA
519
Denali Advisors
California
$130K +$108K +1,500 +500%
AWM
520
Accel Wealth Management
Iowa
$129K +$79 +1 +0.1%
SCM
521
Silvant Capital Management
Georgia
$126K
SFO
522
Standard Family Office
South Dakota
$123K
TCWA
523
Ten Capital Wealth Advisors
Washington
$114K
JFA
524
JNBA Financial Advisors
Minnesota
$113K
SCA
525
Stonebridge Capital Advisors
Minnesota
$113K