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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 %
MWC
526
MBM Wealth Consultants
Missouri
$106K +$28.8K +382 +37%
DMBA
527
Deseret Mutual Benefit Administrators
Utah
$105K -$27.4K -381 -21%
CTC
528
Central Trust Company
Missouri
$103K
HBT
529
Hills Bank & Trust
Iowa
$101K +$101K +1,402 New
LTI
530
Laffer Tengler Investments
Tennessee
$100K
CAL
531
Capital Analysts LLC
Pennsylvania
$100K
TH
532
TCTC Holdings
Texas
$99K
JWA
533
JFS Wealth Advisors
Pennsylvania
$97K +$3.17K +44 +3%
SIM
534
Sentry Investment Management
Wisconsin
$96K -$24K -333 -20%
QC
535
Quent Capital
New York
$96K +$36.6K +510 +62%
FCA
536
FinTrust Capital Advisors
South Carolina
$95K -$35K -439 -27%
T
537
TOBAM
France
$94K -$68.9K -956 -42%
IHWM
538
Iron Horse Wealth Management
Iowa
$92K -$193K -2,676 -68%
AF
539
Advisornet Financial
Minnesota
$92K +$3.59K +50 +4%
AWM
540
Ameliora Wealth Management
Switzerland
$91K +$91K +1,199 New
SOW
541
State of Wyoming
Wyoming
$91K +$91K +1,255 New
C
542
Covestor
United Kingdom
$89K -$19.4K -269 -18%
CCM
543
Covington Capital Management
California
$89K
BFEC
544
Benjamin F. Edwards & Company
Missouri
$87K +$44.8K +620 +106%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K
HIA
546
Harbor Investment Advisory
Maryland
$78K
TWA
547
TCI Wealth Advisors
Arizona
$76K -$14.8K -205 -16%
BTI
548
Blue Trust Inc
Georgia
$76K +$58.1K +865 +324%
APA
549
American Portfolios Advisors
New York
$74.6K +$37.7K +522 +102%
PTC
550
Private Trust Company
Ohio
$73K