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Principal Financial Group

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
626
Peregrine Capital Management
Minnesota
$11K
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$11K +$11K +162 New
RDFA
628
Ritter Daniher Financial Advisory
Ohio
$10K +$10K +147 New
Loomis, Sayles & Company
629
Loomis, Sayles & Company
Massachusetts
$9K -$1.91K -29 -17%
BBPWM
630
Blue Bell Private Wealth Management
Pennsylvania
$9K
1IA
631
1834 Investment Advisors
Wisconsin
$9K +$9K +129 New
NMG
632
New Millennium Group
Utah
$9K +$9K +137 New
EBA
633
Eagle Bay Advisors
New York
$8.28K +$8.28K +124 New
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$8K -$258 -4 -3%
EARNEST Partners
635
EARNEST Partners
Georgia
$8K
IRC
636
Investors Research Corp
Georgia
$8K
MCM
637
MV Capital Management
Maryland
$8K +$132 +2 +2%
SC
638
SouthState Corp
Florida
$8K +$8K +114 New
ETI
639
Enterprise Trust & Investment
California
$8K +$8K +124 New
MFT
640
Moisand Fitzgerald Tamayo
Florida
$7K -$6.36K -100 -48%
TFP
641
Tilia Fiduciary Partners
North Carolina
$7K
BCA
642
Bray Capital Advisors
Florida
$7K
BWA
643
BDO Wealth Advisors
Florida
$7K
CA
644
Clearstead Advisors
Ohio
$7K
CFFP
645
Center for Financial Planning
Michigan
$7K
GIA
646
GHP Investment Advisors
Colorado
$7K +$5.06K +81 +261%
LC
647
Legacy CG
Texas
$7K +$7K +107 New
OAJ
648
Ogorek Anthony Joseph
New York
$6K -$1.8K -27 -23%
First Manhattan
649
First Manhattan
New York
$6K
CHA
650
Carmichael Hill & Associates
Maryland
$6K