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Principal Financial Group

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
BBHC
601
Brown Brothers Harriman & Co
New York
$4K 78 +9 +13%
GI
602
Gradient Investments
Minnesota
$3K 63
AssetMark Inc
603
AssetMark Inc
California
$3K 57
TFM
604
TFC Financial Management
Massachusetts
$2K 32
SN
605
Sittner & Nelson
Oregon
$2K 34 +34 New
FFG
606
Fortem Financial Group
California
$2K 40 +40 New
EW
607
Evoke Wealth
California
$1K 23
CWC
608
Carolinas Wealth Consulting
North Carolina
$1K 16
BWM
609
Baystate Wealth Management
Massachusetts
$1K 11
MLFP
610
MPS Loria Financial Planners
Illinois
$1K 26 +26 New
TAM
611
Tucker Asset Management
Colorado
$893 18 +18 New
TI
612
tru Independence
Oregon
$39 783 -42 -5%
AL
613
AJO LP
Pennsylvania
-1,106,954 Closed
AA
614
ALPS Advisors
Colorado
-445,913 Closed
SFI
615
Susquehanna Fundamental Investments
Pennsylvania
-99,599 Closed
ZIM
616
Zacks Investment Management
Illinois
-59,877 Closed
PI
617
PineBridge Investments
New York
-59,481 Closed
SSA
618
Schonfeld Strategic Advisors
New York
-42,332 Closed
AC
619
Athanor Capital
New York
-41,023 Closed
KM
620
Kalos Management
Georgia
-40,540 Closed
CIP
621
Convergence Investment Partners
Florida
-35,474 Closed
BAM
622
Belpointe Asset Management
Nevada
-34,946 Closed
DF
623
Donoghue Forlines
Massachusetts
-28,666 Closed
JAM
624
Jupiter Asset Management
United Kingdom
-19,545 Closed
SC
625
SRB Corp
Massachusetts
-13,525 Closed