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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 %
Rockefeller Capital Management
601
Rockefeller Capital Management
New York
$10K 141 -34 -19%
GI
602
Gradient Investments
Minnesota
$10K 138
DFCM
603
Dark Forest Capital Management
Puerto Rico
$10K 145 +87 +150%
BBPWM
604
Blue Bell Private Wealth Management
Pennsylvania
$10K 134 +134 New
CWS
605
Confluence Wealth Services
Pennsylvania
$10K 145 +145 New
FMP
606
Financial Management Professionals
Texas
$9K 123
IRC
607
Investors Research Corp
Georgia
$9K 126
MCM
608
MV Capital Management
Maryland
$9K 119 +18 +18%
SWM
609
Spire Wealth Management
Virginia
$9K 125 +125 New
AIM
610
AHL Investment Management
Florida
$9K 125 +125 New
Lazard Asset Management
611
Lazard Asset Management
New York
$9K 131 +131 New
SMG
612
Spectrum Management Group
Indiana
$8K 104 -187 -64%
PCA
613
Providence Capital Advisors
North Carolina
$8K 107 -53 -33%
EARNEST Partners
614
EARNEST Partners
Georgia
$8K 116
OAJ
615
Ogorek Anthony Joseph
New York
$8K 117
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$8K 114 +18 +19%
TFP
617
Tilia Fiduciary Partners
North Carolina
$8K 108 +108 New
KFI
618
Key Financial Inc
Pennsylvania
$8K 113 +113 New
APC
619
Aspire Private Capital
North Carolina
$8K 113 +113 New
AWA
620
Amplius Wealth Advisors
Pennsylvania
$8K 116 +116 New
CA
621
Clearstead Advisors
Ohio
$7K 100 -1,895 -95%
BWA
622
BDO Wealth Advisors
Florida
$7K 100
BCA
623
Bray Capital Advisors
Florida
$7K 101
First Manhattan
624
First Manhattan
New York
$7K 98
CFFP
625
Center for Financial Planning
Michigan
$7K 100