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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Market Value Shares Shares
Change
Shares
Change %
CA
326
Cetera Advisors
Colorado
$700K 9,708 +254 +3%
PA
327
Pinnacle Associates
New York
$699K 9,700 -107 -1%
DA
328
Duality Advisers
Florida
$695K 9,649 -4,829 -33%
EF
329
Empowered Funds
Pennsylvania
$695K 9,639 -1,233 -11%
PT
330
Plimoth Trust
Massachusetts
$687K 9,533 -510 -5%
OWP
331
Obermeyer Wealth Partners
Colorado
$685K 9,511
JMF
332
Johnson Midwest Financial
Iowa
$684K 9,488
BCV
333
Banque Cantonale Vaudoise
Switzerland
$674K 9,355 -5,300 -36%
CAG
334
Csenge Advisory Group
Florida
$667K 9,257 +102 +1%
MLICM
335
Metropolitan Life Insurance Company (MetLife)
New York
$663K 9,200 -638 -6%
PIA
336
Pinion Investment Advisors
Kansas
$663K 9,193 +169 +2%
Verition Fund Management
337
Verition Fund Management
Connecticut
$662K 9,192 +4,714 +105%
VEA
338
Virtus ETF Advisers
New York
$643K 8,928 -1,248 -12%
GCM
339
Graham Capital Management
Connecticut
$631K 8,762 +2,859 +48%
TCM
340
Teza Capital Management
Illinois
$628K 8,710 +8,710 New
NB
341
Norinchukin Bank
Japan
$624K 8,664 -10,241 -54%
APG Asset Management
342
APG Asset Management
Netherlands
$623K 8,647 -700 -7%
CFGS
343
Concourse Financial Group Securities
Alabama
$612K 8,485 +7 +0.1%
MGP
344
Metis Global Partners
California
$608K 8,434 +1,324 +19%
AF
345
Allworth Financial
California
$607K 8,426 +16 +0.2%
LSA
346
Lion Street Advisors
Texas
$607K 8,422 +56 +0.7%
IGAM
347
iA Global Asset Management
Quebec, Canada
$603K 8,370 -3,276 -28%
SAG
348
SageView Advisory Group
California
$602K 8,354 -2,944 -26%
SPIA
349
Steward Partners Investment Advisory
New York
$598K 8,296 +135 +2%
Vontobel Holding
350
Vontobel Holding
Switzerland
$597K 8,288 -1,500 -15%