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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 %
PTC
551
Private Trust Company
Ohio
$73K
M
552
MOTCO
Texas
$72K
TFS
553
TrustCore Financial Services
Tennessee
$70K
MCM
554
Manchester Capital Management
Vermont
$69K -$1.51K -21 -2%
FFC
555
First Financial Corp
Indiana
$69K
PB
556
Pinnacle Bancorp
Nebraska
$69K
LFA
557
Level Financial Advisors
New York
$63K
DGAM
558
Desjardins Global Asset Management
Quebec, Canada
$60K
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$21.2K -239 -26%
BC
560
Burleson & Co
California
$57K +$7.26K +100 +15%
MFA
561
McClarren Financial Advisors
Pennsylvania
$54K +$54K +757 New
SC
562
Stephens Consulting
Michigan
$52.3K
HCP
563
Hexagon Capital Partners
Arkansas
$51K +$24.5K +338 +92%
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$49K
CFO
565
CVA Family Office
Colorado
$49K +$5.77K +80 +13%
CHC
566
City Holding Co
West Virginia
$48K -$429 -6 -0.9%
CYG
567
Clean Yield Group
Vermont
$48K
RAM
568
Riggs Asset Management
Pennsylvania
$48K
RDIA
569
RE Dickinson Investment Advisors
Iowa
$48K +$14.8K +296 +45%
SAM
570
Strategic Asset Management
Minnesota
$48K +$25.8K +360 +116%
LF
571
Lee Financial
Texas
$47K -$18.2K -253 -28%
DCM
572
Dupont Capital Management
Delaware
$47K -$11.7K -163 -20%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$47K -$4.12K -58 -8%
FCFS
574
First Command Financial Services
Texas
$45K
FCB
575
First Command Bank
Texas
$45K