PFG icon

Principal Financial Group

641 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 212 reducing their positions, and 61 closing their positions.

Holders
641
Holders Change
+26
Holders Change %
+4.23%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
92
Increased
202
Reduced
212
Closed
61
Calls
$27.7M
Puts
$23.9M
Net Calls
+$3.86M
Net Calls Change
-$1K
Name Market Value Shares Shares
Change
Shares
Change %
SA
576
SRH Advisors
Kansas
$13K 211
HWMA
577
Heritage Wealth Management (Arizona)
Arizona
$13K 225 +225 New
ACA
578
Atlas Capital Advisors
Wyoming
$12.5K 208
OAJ
579
Ogorek Anthony Joseph
New York
$12K 209 -40 -16%
VCM
580
Versant Capital Management
Arizona
$12K 206 -31 -13%
PCM
581
Peregrine Capital Management
Minnesota
$12K 200
COCM
582
Charter Oak Capital Management
New Hampshire
$12K 200
CFGS
583
Concourse Financial Group Securities
Alabama
$12K 197
LC
584
Lindbrook Capital
California
$12K 201 +9 +5%
AWM
585
Avior Wealth Management
Nebraska
$12K 216 +102 +89%
CTB
586
Country Trust Bank
Illinois
$11K 184 -38 -17%
FHC
587
First Horizon Corporation
Tennessee
$11K 192
ST
588
Smithfield Trust
Pennsylvania
$11K 190
ZB
589
Zions Bancorporation
Utah
$11K 177 +24 +16%
PO
590
Private Ocean
California
$10K 159
EFSCE
591
Enterprise Financial Services Corp (EFSC)
Missouri
$9K 151 -158 -51%
SLF
592
Sun Life Financial
Ontario, Canada
$9K 149 -2 -1%
DAM
593
Delta Asset Management
Tennessee
$9K 151
HS
594
Horan Securities
United States
$9K 150 +40 +36%
FPW
595
Flagship Private Wealth
Massachusetts
$8.6K 140
LAS
596
Lloyd Advisory Services
Georgia
$8K 136
IRC
597
Investors Research Corp
Georgia
$8K 126
HI
598
Hudock Inc
Pennsylvania
$8K 146 +1 +0.7%
WPA
599
West Paces Advisors
Georgia
$7.2K 120
EARNEST Partners
600
EARNEST Partners
Georgia
$7K 116