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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 %
TSS
376
Two Sigma Securities
New York
$584K +$80.2K +956 +16%
JIC
377
Johnson Investment Counsel
Ohio
$583K -$1.93K -23 -0.3%
TCM
378
Twin Capital Management
Pennsylvania
$582K -$5.79K -69 -1%
ACS
379
Archford Capital Strategies
Illinois
$580K +$56.4K +672 +11%
IWC
380
Integrated Wealth Concepts
Massachusetts
$579K +$579K +6,899 New
FFM
381
Forum Financial Management
Illinois
$577K
CCG
382
Cypress Capital Group
Florida
$575K +$208K +2,481 +57%
MAG
383
Mokosak Advisory Group
Iowa
$569K +$8.56K +102 +2%
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$555K +$27K +322 +5%
RFC
385
Regions Financial Corp
Alabama
$553K -$15K -179 -3%
MYLI
386
Meiji Yasuda Life Insurance
Japan
$549K +$549K +6,540 New
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$548K +$12.6K +150 +2%
EF
388
Empirical Finance
Pennsylvania
$546K +$38.4K +457 +8%
NB
389
Nicolet Bankshares
Wisconsin
$526K -$13K -155 -2%
BFG
390
Bleakley Financial Group
New Jersey
$522K +$522K +6,220 New
BPA
391
Beacon Pointe Advisors
California
$515K +$8.48K +101 +2%
JE
392
JMAC Enterprises
Pennsylvania
$504K -$67.1K -800 -12%
CCM
393
Coldstream Capital Management
Washington
$500K +$500K +5,961 New
HSA
394
HBK Sorce Advisory
Pennsylvania
$494K +$255K +3,036 +106%
SG Americas Securities
395
SG Americas Securities
New York
$487K -$917K -10,924 -65%
MFG
396
Merit Financial Group
Georgia
$485K +$485K +5,781 New
BSW
397
Buckingham Strategic Wealth
Missouri
$474K -$20.1K -240 -4%
RBC
398
Romano Brothers & Co
Illinois
$472K
GDP
399
Great Diamond Partners
Maine
$470K +$470K +5,596 New
LSPW
400
Lake Street Private Wealth
Illinois
$464K -$16.3K -194 -3%