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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 %
AIM
351
Allstate Investment Management
Illinois
$699K +$699K +8,335 New
CAM
352
Carret Asset Management
New York
$698K
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$697K
CAG
354
Csenge Advisory Group
Florida
$696K +$84.8K +1,011 +14%
HF
355
HRT Financial
New York
$693K +$693K +8,260 New
CCIA
356
Campbell & Co Investment Adviser
Maryland
$686K +$686K +8,170 New
UCFA
357
United Capital Financial Advisors
Texas
$665K -$11.9K -142 -2%
AWS
358
Atria Wealth Solutions
New York
$659K +$2.6K +31 +0.4%
WFM
359
Wolff Financial Management
Michigan
$656K
QCM
360
Quantinno Capital Management
New York
$651K +$651K +7,763 New
APP
361
Alpha Paradigm Partners
Illinois
$646K -$179K -2,135 -22%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$643K +$84 +1 +0%
BMCM
363
Burns Matteson Capital Management
New York
$642K +$642K +7,645 New
NA
364
NewEdge Advisors
Louisiana
$634K +$331K +8,048 +109%
CFGS
365
Concourse Financial Group Securities
Alabama
$630K -$20.7K -247 -3%
BC
366
Burney Company
Virginia
$624K -$88.4K -1,053 -12%
AF
367
Allworth Financial
California
$617K +$2.52K +30 +0.4%
IA
368
IFP Advisors
Florida
$614K -$106K -1,853 -15%
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$610K +$570K +6,793 +1,436%
GT
370
Greenleaf Trust
Michigan
$606K +$9.4K +112 +2%
PIA
371
Pinion Investment Advisors
Kansas
$600K -$26.3K -313 -4%
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$599K -$124K -1,477 -17%
CSB
373
City State Bank
Iowa
$598K -$95.7K -1,140 -14%
APWM
374
Argonautica Private Wealth Management
Massachusetts
$598K +$598K +7,122 New
PAM
375
Palisade Asset Management
Minnesota
$594K +$2.52K +30 +0.4%