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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 %
TSW
551
Thompson Siegel & Walmsley
Virginia
$19K 300
VNA
552
Valley National Advisers
Pennsylvania
$19K 290 +3 +1%
SMG
553
Spectrum Management Group
Indiana
$19K 291 +103 +55%
HRC
554
Hoertkorn Richard Charles
$18K 272
PK
555
Pflug Koory
Nebraska
$18K 285
GEA
556
Glen Eagle Advisors
New Jersey
$17.4K 270
KTC
557
Kistler-Tiffany Companies
Pennsylvania
$17K 270
TWM
558
Tradition Wealth Management
Minnesota
$17K 260 +2 +0.8%
LWA
559
Lenox Wealth Advisors
New York
$17K 268 +9 +3%
RIM
560
Rockbridge Investment Management
New York
$17K 258 +258 New
EBA
561
Eagle Bay Advisors
New York
$16K 250 +163 +187%
FP
562
Financial Perspectives
Minnesota
$15.3K 238
APWA
563
Atlas Private Wealth Advisors
New Jersey
$15K 234 -5 -2%
MFT
564
Moisand Fitzgerald Tamayo
Florida
$14K 210
PCG
565
Private Capital Group
Connecticut
$14K 223
SA
566
SRH Advisors
Kansas
$14K 211
SIM
567
Sonora Investment Management
Arizona
$14K 213
ACA
568
Atlas Capital Advisors
Wyoming
$13.4K 208
HFS
569
Horizon Financial Services
North Carolina
$13K 204 -65 -24%
LC
570
Lindbrook Capital
California
$13K 201
COCM
571
Charter Oak Capital Management
New Hampshire
$13K 200
HPC
572
HM Payson & Co
Maine
$13K 207
ACM
573
Antonetti Capital Management
Florida
$13K 200 +200 New
HIM
574
Hillsdale Investment Management
Ontario, Canada
$13K 200 +200 New
ST
575
Smithfield Trust
Pennsylvania
$12K 190