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Principal Financial Group

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
326
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$890K -$346K -4,124 -28%
MCP
327
Martin Capital Partners
Oregon
$886K -$84.1K -1,002 -9%
PT
328
Plimoth Trust
Massachusetts
$883K -$37K -440 -4%
SPIA
329
Steward Partners Investment Advisory
New York
$876K -$33.8K -403 -4%
HI
330
Horizon Investments
North Carolina
$859K +$85.3K +1,016 +11%
BL
331
Balentine LLC
Georgia
$854K +$37.3K +444 +5%
HIC
332
Holderness Investments Company
North Carolina
$839K -$13.8K -165 -2%
MLA
333
My Legacy Advisors
Oregon
$834K +$197K +2,130 +31%
AFP
334
Ausdal Financial Partners
Iowa
$831K +$5.87K +70 +0.7%
EWM
335
Empirical Wealth Management
Washington
$830K +$19.3K +230 +2%
AIM
336
Acropolis Investment Management
Missouri
$827K -$455K -5,416 -35%
SC
337
Savant Capital
Illinois
$825K +$222K +3,156 +37%
VEA
338
Virtus ETF Advisers
New York
$823K +$823K +9,801 New
OWP
339
Obermeyer Wealth Partners
Colorado
$798K +$28.8K +343 +4%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$791K -$62.5K -745 -7%
CA
341
Cetera Advisors
Colorado
$783K +$214K +2,551 +38%
PCS
342
Personal CFO Solutions
New Jersey
$782K +$535K +6,378 +217%
Vontobel Holding
343
Vontobel Holding
Switzerland
$763K +$432K +5,117 +130%
FF
344
Friedenthal Financial
New Jersey
$749K +$749K +8,921 New
FC
345
FORA Capital
Florida
$743K +$743K +8,858 New
EF
346
Empowered Funds
Pennsylvania
$742K +$742K +8,837 New
SS
347
Sunbelt Securities
Texas
$734K +$33.6K +400 +5%
Impax Asset Management Group
348
Impax Asset Management Group
United Kingdom
$730K -$504 -6 -0.1%
GC
349
Gilbert & Cook
Iowa
$705K +$41.5K +495 +6%
AC
350
Allstate Corporation
Illinois
$699K