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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 %
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
-$93K -1,399 Closed
GLLW
727
Graves Light Lenhart Wealth
Virginia
-$87K -1,300 Closed
GCM
728
Gladius Capital Management
Illinois
-$72K -1,075 Closed
CDIA
729
Capital Directions Investment Advisors
Georgia
-$63K -947 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
730
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$55K -824 Closed
FBC
731
Fairfield, Bush & Co
Connecticut
-$47K -700 Closed
CI
732
CX Institutional
Indiana
-$41K -613 Closed
AIP
733
Ahrens Investment Partners
Louisiana
-$40K -600 Closed
HWA
734
HHM Wealth Advisors
Tennessee
-$27K -400 Closed
HFS
735
Heritage Financial Services
Massachusetts
-$24K -369 Closed
SFG
736
Steward Financial Group
Texas
-$22K -332 Closed
JPLA
737
Joseph P. Lucia & Associates
New York
-$20K -305 Closed
Jones Financial Companies
738
Jones Financial Companies
Missouri
-$19K -279 Closed
SMG
739
Spectrum Management Group
Indiana
-$17K -259 Closed
RIM
740
Rockbridge Investment Management
New York
-$17.2K -258 Closed
VRM
741
Vectors Research Management
New York
-$14K -216 Closed
COCM
742
Charter Oak Capital Management
New Hampshire
-$13K -200 Closed
GWMIA
743
Global Wealth Management Investment Advisory
Florida
-$11K -162 Closed
Loomis, Sayles & Company
744
Loomis, Sayles & Company
Massachusetts
-$9K -137 Closed
1IA
745
1834 Investment Advisors
Wisconsin
-$9K -129 Closed
LC
746
Legacy CG
Texas
-$7K -107 Closed
FMB
747
Field & Main Bank
Kentucky
-$6K -83 Closed
GKIM
748
GW&K Investment Management
Massachusetts
-$5K -68 Closed
SSB
749
Sandy Spring Bank
Maryland
-$3K -43 Closed
HPC
750
HM Payson & Co
Maine
-$3K -41 Closed