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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 %
V
326
Veritable
Delaware
$709K -$323K -4,342 -31%
OWP
327
Obermeyer Wealth Partners
Colorado
$707K
OAM
328
Ostrum Asset Management
France
$704K +$704K +9,472 New
APG Asset Management
329
APG Asset Management
Netherlands
$701K -$3.05M -44,565 -81%
PPWP
330
Proquility Private Wealth Partners
Nevada
$698K +$698K +9,391 New
BL
331
Balentine LLC
Georgia
$691K -$65.3K -879 -9%
CAG
332
Csenge Advisory Group
Florida
$688K +$71.2K +958 +12%
CFGS
333
Concourse Financial Group Securities
Alabama
$678K +$119K +1,607 +21%
TSS
334
Two Sigma Securities
New York
$673K +$156K +2,096 +30%
MF
335
Magnetar Financial
Illinois
$669K +$669K +8,996 New
Verition Fund Management
336
Verition Fund Management
Connecticut
$651K +$259K +3,490 +66%
SS
337
Sunbelt Securities
Texas
$648K
VVP
338
Venture Visionary Partners
Ohio
$642K -$743K -10,000 -54%
UH
339
Unigestion Holding
Switzerland
$642K +$642K +8,659 New
AF
340
Allworth Financial
California
$633K +$86.7K +1,166 +16%
GC
341
Gilbert & Cook
Iowa
$625K
LSA
342
Lion Street Advisors
Texas
$623K +$623K +8,389 New
CA
343
Cetera Advisors
Colorado
$623K -$69.9K -941 -10%
PIA
344
Pinion Investment Advisors
Kansas
$605K +$73.9K +995 +14%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$602K -$15.6K -210 -3%
AIM
346
Acropolis Investment Management
Missouri
$596K -$137K -1,837 -19%
IWC
347
Integrated Wealth Concepts
Massachusetts
$596K +$83.4K +1,123 +16%
SAM
348
Strategy Asset Managers
California
$588K +$588K +7,916 New
WFM
349
Wolff Financial Management
Michigan
$581K
CSB
350
City State Bank
Iowa
$569K +$39.8K +535 +8%