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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 %
POIA
601
Pin Oak Investment Advisors
Texas
$5K 78 +78 New
AssetMark Inc
602
AssetMark Inc
California
$4K 57 -59,115 -100%
PPWM
603
PFG Private Wealth Management
Florida
$4K 56 +56 New
DFCM
604
Dark Forest Capital Management
Puerto Rico
$4K 58 +58 New
SWA
605
SOA Wealth Advisors
New York
$3K 51 -1 -2%
VCM
606
Versant Capital Management
Arizona
$3K 46
RA
607
Resolute Advisors
California
$3K 51
JWM
608
Janiczek Wealth Management
Colorado
$3K 44 +44 New
TFM
609
TFC Financial Management
Massachusetts
$2K 32
PSB
610
Piscataqua Savings Bank
New Hampshire
$2K 35
SN
611
Sittner & Nelson
Oregon
$2K 34
HDIM
612
Hanson & Doremus Investment Management
Vermont
$2K 35 +35 New
TAM
613
Tucker Asset Management
Colorado
$1.21K 18
BWM
614
Baystate Wealth Management
Massachusetts
$1K 11
EW
615
Evoke Wealth
California
$1K 23
CWC
616
Carolinas Wealth Consulting
North Carolina
$1K 16
BBHC
617
Brown Brothers Harriman & Co
New York
$14 224
Two Sigma Investments
618
Two Sigma Investments
New York
-329,162 Closed
Two Sigma Advisers
619
Two Sigma Advisers
New York
-199,300 Closed
ZP
620
Zimmer Partners
New York
-175,000 Closed
CA
621
Capitolis Advisors
New York
-129,785 Closed
MME
622
Meag Munich Ergo
Germany
-99,366 Closed
MSE
623
MUFG Securities EMEA
United Kingdom
-87,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
624
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-36,753 Closed
MFM
625
MD Financial Management
Ontario, Canada
-36,073 Closed