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Principal Financial Group

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
626
Tradition Wealth Management
Minnesota
$20K +$368 +5 +2%
KTC
627
Kistler-Tiffany Companies
Pennsylvania
$19K
IFAM
628
Institutional & Family Asset Management
Colorado
$19K
CA
629
Crewe Advisors
Utah
$19K +$3.45K +49 +22%
AWM
630
Avior Wealth Management
Nebraska
$18K +$68 +1 +0.4%
First Manhattan
631
First Manhattan
New York
$18K +$11.1K +158 +161%
ZIG
632
Zullo Investment Group
Pennsylvania
$17K
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$17K +$8.29K +118 +95%
Lazard Asset Management
634
Lazard Asset Management
New York
$17K +$14.9K +218 +727%
BA
635
Bellwether Advisors
Nebraska
$17K +$17K +237 New
PAI
636
Pittenger & Anderson Inc
Nebraska
$16K -$16.9K -227 -51%
ZB
637
Zions Bancorporation
Utah
$16K -$1.48K -21 -8%
KFI
638
Key Financial Inc
Pennsylvania
$16K
HC
639
Hoese & Co
Minnesota
$16K
SA
640
SRH Advisors
Kansas
$15K
LC
641
Lindbrook Capital
California
$15K +$778 +11 +5%
GIA
642
GHP Investment Advisors
Colorado
$15K +$6.72K +91 +81%
FMP
643
Financial Management Professionals
Texas
$14K
ACM
644
Antonetti Capital Management
Florida
$14K
ST
645
Smithfield Trust
Pennsylvania
$14K
CBT
646
CoreFirst Bank & Trust
Kansas
$14K +$14K +197 New
GWA
647
Gibson Wealth Advisors
Texas
$13K
MFT
648
Moisand Fitzgerald Tamayo
Florida
$13K +$4.92K +67 +61%
PCM
649
Peregrine Capital Management
Minnesota
$12K
CFD
650
Creative Financial Designs
Indiana
$12K +$12K +166 New