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Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
301
Quantinno Capital Management
New York
$906K +$329K +4,426 +57%
Citadel Advisors
302
Citadel Advisors
Florida
$897K -$3.01M -40,474 -77%
ATC
303
Argent Trust Co
Tennessee
$884K +$73.8K +993 +9%
SAG
304
SageView Advisory Group
California
$869K +$869K +11,691 New
AIM
305
Aigen Investment Management
New York
$839K +$839K +11,288 New
MCP
306
Martin Capital Partners
Oregon
$810K +$25.8K +348 +3%
PEA
307
Park Edge Advisors
Ohio
$809K
WB
308
West Bancorporation
Iowa
$797K -$122K -1,637 -13%
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$795K
PA
310
Pinnacle Associates
New York
$794K -$41.4K -557 -5%
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$784K -$22.3K -300 -3%
PT
312
Plimoth Trust
Massachusetts
$760K -$21.2K -285 -3%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$757K +$56.7K +763 +8%
MLA
314
My Legacy Advisors
Oregon
$756K +$85.5K +1,151 +13%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$756K -$197K -2,657 -21%
Vontobel Holding
316
Vontobel Holding
Switzerland
$755K +$83.2K +1,119 +12%
AFP
317
Ausdal Financial Partners
Iowa
$755K +$19.2K +259 +3%
HIC
318
Holderness Investments Company
North Carolina
$745K +$2.6K +35 +0.4%
SPIA
319
Steward Partners Investment Advisory
New York
$738K -$37.8K -508 -5%
VEA
320
Virtus ETF Advisers
New York
$738K +$9.89K +133 +1%
EWM
321
Empirical Wealth Management
Washington
$738K +$2.16K +29 +0.3%
EF
322
Empowered Funds
Pennsylvania
$728K +$70.8K +952 +11%
SG Americas Securities
323
SG Americas Securities
New York
$722K +$291K +3,910 +67%
AC
324
AXQ Capital
New Jersey
$721K +$721K +9,700 New
SIA
325
Strategic Investment Advisors
Michigan
$713K +$713K +9,595 New