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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 %
GRP
651
Global Retirement Partners
California
$11K -$2.48M -28,849 -100%
RDFA
652
Ritter Daniher Financial Advisory
Ohio
$11K
MCM
653
MV Capital Management
Maryland
$11K +$2.13K +29 +24%
SWM
654
Spire Wealth Management
Virginia
$11K +$10.1K +140 +1,167%
Bank of Montreal
655
Bank of Montreal
Ontario, Canada
$10.9K -$759 -10,502 -6%
BBPWM
656
Blue Bell Private Wealth Management
Pennsylvania
$10K
NMG
657
New Millennium Group
Utah
$10K
EBA
658
Eagle Bay Advisors
New York
$9K
IRC
659
Investors Research Corp
Georgia
$9K
SC
660
SouthState Corp
Florida
$8K
TFP
661
Tilia Fiduciary Partners
North Carolina
$8K
EARNEST Partners
662
EARNEST Partners
Georgia
$8K
SWM
663
Selective Wealth Management
Virginia
$8K +$8K +110 New
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8K +122 New
BCA
665
Bray Capital Advisors
Florida
$7K
CA
666
Clearstead Advisors
Ohio
$7K
BWA
667
BDO Wealth Advisors
Florida
$7K
CFFP
668
Center for Financial Planning
Michigan
$7K
MCC
669
Money Concepts Capital
Florida
$7K +$7K +97 New
POIA
670
Pin Oak Investment Advisors
Texas
$6K
OAJ
671
Ogorek Anthony Joseph
New York
$6K
CHA
672
Carmichael Hill & Associates
Maryland
$6K
JWM
673
Janiczek Wealth Management
Colorado
$6K +$5.71K +78 +1,950%
AA
674
Ancora Advisors
Ohio
$6K +$6K +90 New
FGAM
675
Financial Gravity Asset Management
Texas
$5.22K -$209 -49 -4%