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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 %
GWS
526
Glassman Wealth Services
Virginia
$28K 438 +22 +5%
HI
527
Hudock Inc
Pennsylvania
$28K 446 +298 +201%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$27K 412 -8 -2%
LWM
529
Liberty Wealth Management
California
$27K 425 +2 +0.5%
ZB
530
Zions Bancorporation
Utah
$27K 417 +237 +132%
HWA
531
HHM Wealth Advisors
Tennessee
$26K 400
MA
532
MCF Advisors
Kentucky
$25K 394 +110 +39%
DWMG
533
DB Wealth Management Group
California
$24K 377
AFS
534
Annapolis Financial Services
Maryland
$24K 379
MAM
535
Marquette Asset Management
Minnesota
$24K 368
SWM
536
Sugarloaf Wealth Management
Georgia
$23K 364
WAS
537
Winch Advisory Services
Wisconsin
$23K 352 +3 +0.9%
PMFA
538
Plante Moran Financial Advisors
Michigan
$22K 336
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K 339
LPWM
540
Lake Point Wealth Management
Texas
$22K 335 +146 +77%
SAM
541
Strategic Asset Management
Minnesota
$21K 310 +310 New
Optiver Holding
542
Optiver Holding
Netherlands
$21K 320 +320 New
JPLA
543
Joseph P. Lucia & Associates
New York
$20K 305
HWM
544
HighMark Wealth Management
Minnesota
$20K 310
Loomis, Sayles & Company
545
Loomis, Sayles & Company
Massachusetts
$20K 317 +317 New
HF
546
Halpern Financial
Virginia
$19.1K 296
TFA
547
Toth Financial Advisory
Virginia
$19K 300
HCP
548
Hexagon Capital Partners
Arkansas
$19K 300
OSNBOA
549
Old Second National Bank of Aurora
Illinois
$19K 300
AP
550
Atwood & Palmer
Missouri
$19K 302