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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 %
RPWA
526
Regent Peak Wealth Advisors
Georgia
$19K 393 +393 New
AIM
527
Anchor Investment Management
South Carolina
$18.1K 364
SWM
528
Sugarloaf Wealth Management
Georgia
$18K 364
WAS
529
Winch Advisory Services
Wisconsin
$17K 342 -91 -21%
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K 339
CI
531
CX Institutional
Indiana
$17K 351 +122 +53%
CCA
532
Childress Capital Advisors
Texas
$17K 338 +338 New
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$16K 313 +313 New
AP
534
Atwood & Palmer
Missouri
$15K 302
TSW
535
Thompson Siegel & Walmsley
Virginia
$15K 300
TCM
536
Tradewinds Capital Management
Washington
$15K 300
HWM
537
HighMark Wealth Management
Minnesota
$15K 310
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$15K 309 +2 +0.7%
TFA
539
Toth Financial Advisory
Virginia
$15K 300 +80 +36%
AWG
540
Altus Wealth Group
Colorado
$15K 302 +302 New
HF
541
Halpern Financial
Virginia
$14.7K 296
HCP
542
Hexagon Capital Partners
Arkansas
$14K 300
PK
543
Pflug Koory
Nebraska
$14K 285
HRC
544
Hoertkorn Richard Charles
$14K 272
MA
545
MCF Advisors
Kentucky
$14K 284
VNA
546
Valley National Advisers
Pennsylvania
$14K 282 +3 +1%
GEA
547
Glen Eagle Advisors
New Jersey
$13.4K 270
KTC
548
Kistler-Tiffany Companies
Pennsylvania
$13K 270
HFS
549
Horizon Financial Services
North Carolina
$13K 269
LWA
550
Lenox Wealth Advisors
New York
$13K 259