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Principal Financial Group

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$20K -271 -19%
SIA
527
Sit Investment Associates
Minnesota
$79K
HIA
528
Harbor Investment Advisory
Maryland
$79K
M
529
MOTCO
Texas
$73K
MCM
530
Manchester Capital Management
Vermont
$73K +$2.64K +36 +4%
MWC
531
MBM Wealth Consultants
Missouri
$73K +$20.6K +280 +39%
DCM
532
Dupont Capital Management
Delaware
$70K -$15.8K -215 -18%
FFC
533
First Financial Corp
Indiana
$70K
PB
534
Pinnacle Bancorp
Nebraska
$70K
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$41.3K +565 +167%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.11K +56 +7%
LFA
537
Level Financial Advisors
New York
$64K
DGAM
538
Desjardins Global Asset Management
Quebec, Canada
$61K -$3.77K -52 -6%
DHGWA
539
Dixon Hughes Goodman Wealth Advisors
North Carolina
$59K -$146 -2 -0.2%
FPS
540
Fieldpoint Private Securities
Connecticut
$58K -$15.8K -216 -21%
PAG
541
Paladin Advisory Group
Iowa
$57K +$57K +783 New
CFO
542
CVA Family Office
Colorado
$55K +$12.5K +170 +29%
SC
543
Stephens Consulting
Michigan
$53.2K
APA
544
American Portfolios Advisors
New York
$53.1K +$5.43K +74 +11%
TFS
545
TrustCore Financial Services
Tennessee
$53K
QC
546
Quent Capital
New York
$52K +$74 +1 +0.1%
FHA
547
First Horizon Advisors
Tennessee
$52K +$7.15K +98 +16%
CHC
548
City Holding Co
West Virginia
$50K
BC
549
Burleson & Co
California
$50K
OLVIG
550
Oliver Lagore Vanvalin Investment Group
Michigan
$50K +$50K +676 New