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Principal Financial Group

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M
Name Market Value Shares Shares
Change
Shares
Change %
HCP
601
Hexagon Capital Partners
Arkansas
$22K 300
SFG
602
Steward Financial Group
Texas
$22K 309
VNA
603
Valley National Advisers
Pennsylvania
$22K 295 +2 +0.7%
JPLA
604
Joseph P. Lucia & Associates
New York
$22K 305 +305 New
HF
605
Halpern Financial
Virginia
$21.7K 296
PK
606
Pflug Koory
Nebraska
$21K 285
LWA
607
Lenox Wealth Advisors
New York
$20K 268 -28 -9%
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$20K 270
HRC
609
Hoertkorn Richard Charles
$20K 272
RIM
610
Rockbridge Investment Management
New York
$19.1K 258
IFAM
611
Institutional & Family Asset Management
Colorado
$19K 259
AWM
612
Avior Wealth Management
Nebraska
$19K 260 +1 +0.4%
TWM
613
Tradition Wealth Management
Minnesota
$19K 265 +3 +1%
TFO
614
Tarbox Family Office
California
$18K 240 -286 -54%
ZIG
615
Zullo Investment Group
Pennsylvania
$17K 235
PCG
616
Private Capital Group
Connecticut
$16K 223
HC
617
Hoese & Co
Minnesota
$16K 224
KFI
618
Key Financial Inc
Pennsylvania
$16K 219 +106 +94%
ACA
619
Atlas Capital Advisors
Wyoming
$15.3K 208
BBHC
620
Brown Brothers Harriman & Co
New York
$15K 204 -20 -9%
SA
621
SRH Advisors
Kansas
$15K 211
ACM
622
Antonetti Capital Management
Florida
$15K 200
MFT
623
Moisand Fitzgerald Tamayo
Florida
$15K 210
LC
624
Lindbrook Capital
California
$15K 201
COCM
625
Charter Oak Capital Management
New Hampshire
$15K 200