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Principal Financial Group

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M
Name Market Value Shares Shares
Change
Shares
Change %
WAS
551
Winch Advisory Services
Wisconsin
$26K 355 +3 +0.9%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K 339
TFA
553
Toth Financial Advisory
Virginia
$25K 350 +50 +17%
FP
554
Financial Perspectives
Minnesota
$24.7K 341 +103 +43%
LPWM
555
Lake Point Wealth Management
Texas
$24K 335
PMFA
556
Plante Moran Financial Advisors
Michigan
$24K 336
O
557
Ossiam
France
$23K 317 -12,066 -97%
SC
558
Schubert & Co
Texas
$23K 314 +314 New
TSW
559
Thompson Siegel & Walmsley
Virginia
$22K 300
HCP
560
Hexagon Capital Partners
Arkansas
$22K 300
SAM
561
Strategic Asset Management
Minnesota
$22K 310
HWM
562
HighMark Wealth Management
Minnesota
$22K 310
AP
563
Atwood & Palmer
Missouri
$22K 302
BA
564
Bivin & Associates
Oklahoma
$22K 304 +304 New
SFG
565
Steward Financial Group
Texas
$22K 309 +309 New
HF
566
Halpern Financial
Virginia
$21.4K 296
FCT
567
First Community Trust
Iowa
$21.2K 293 +293 New
Optiver Holding
568
Optiver Holding
Netherlands
$21K 320
PK
569
Pflug Koory
Nebraska
$21K 285
VNA
570
Valley National Advisers
Pennsylvania
$21K 293 +3 +1%
LWA
571
Lenox Wealth Advisors
New York
$21K 296 +28 +10%
KTC
572
Kistler-Tiffany Companies
Pennsylvania
$20K 270
HRC
573
Hoertkorn Richard Charles
$20K 272
IFAM
574
Institutional & Family Asset Management
Colorado
$19K 259 -1,100 -81%
RIM
575
Rockbridge Investment Management
New York
$19K 258