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Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
OQS
251
Occudo Quantitative Strategies
Florida
$1.51M +$985K +12,526 +187%
JF
252
Jump Financial
Illinois
$1.51M +$1.51M +19,160 New
BOSSRA
253
B.O.S.S. Retirement Advisors
Utah
$1.5M -$238K -3,025 -14%
SO
254
STRS Ohio
Ohio
$1.48M -$88.5K -1,125 -6%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.48M +$92.4K +1,174 +7%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$1.48M +$45.6K +579 +3%
CAM
257
Cresset Asset Management
Illinois
$1.47M +$170K +2,166 +13%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$1.45M
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$1.44M -$1.15M -14,564 -44%
ECU
260
Eisler Capital (UK)
United Kingdom
$1.41M +$1.41M +17,948 New
MA
261
Montag & Associates
Georgia
$1.38M
KRS
262
Kentucky Retirement Systems
Kentucky
$1.38M -$20.9K -266 -1%
CAN
263
Cetera Advisor Networks
California
$1.38M -$788K -10,022 -36%
SG Americas Securities
264
SG Americas Securities
New York
$1.38M +$854K +10,859 +163%
TI
265
Tidal Investments
Wisconsin
$1.37M -$184K -2,339 -12%
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$1.01M -12,816 -43%
GA
267
GoalVest Advisory
New York
$1.34M +$90.9K +1,156 +7%
GCA
268
Greenwood Capital Associates
South Carolina
$1.34M +$9.13K +116 +0.7%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$1.33M -$168K -2,133 -11%
CGH
270
Crossmark Global Holdings
Texas
$1.3M +$43.8K +557 +3%
Nordea Investment Management
271
Nordea Investment Management
Sweden
$1.3M
MWA
272
Midland Wealth Advisors
Illinois
$1.25M +$1.25M +15,932 New
Connor, Clark & Lunn Investment Management (CC&L)
273
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.25M +$1.25M +15,835 New
CS
274
Candriam SCA
Luxembourg
$1.24M +$79 +1 +0%
Federated Hermes
275
Federated Hermes
Pennsylvania
$1.22M -$393K -4,991 -24%