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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 %
APWM
376
Argonautica Private Wealth Management
Massachusetts
$485K -$44.2K -595 -8%
BAM
377
Blueshift Asset Management
New Jersey
$484K +$484K +6,515 New
TCM
378
Twin Capital Management
Pennsylvania
$478K -$37.3K -502 -7%
MCM
379
MAI Capital Management
Ohio
$474K -$476K -6,399 -50%
BSW
380
Buckingham Strategic Wealth
Missouri
$474K
CA
381
Continuum Advisory
Idaho
$470K +$150K +2,013 +47%
IFU
382
iSAM Funds (UK)
United Kingdom
$470K +$470K +6,325 New
ASN
383
Advisory Services Network
Georgia
$470K +$238K +3,202 +103%
1WA
384
180 Wealth Advisors
Washington
$459K +$97.8K +1,316 +27%
MFG
385
Merit Financial Group
Georgia
$458K +$27.9K +375 +6%
SP
386
Symmetry Partners
Connecticut
$456K +$78.4K +1,055 +21%
NB
387
Nicolet Bankshares
Wisconsin
$449K -$16K -215 -3%
WS
388
Wedbush Securities
California
$442K +$37.6K +506 +9%
VI
389
Versor Investments
New York
$439K +$439K +5,908 New
HBT
390
Heartland Bank & Trust
Illinois
$437K +$28.1K +378 +7%
VI
391
Vestcor Inc
New Brunswick, Canada
$437K -$1.18M -15,822 -73%
CCM
392
Coldstream Capital Management
Washington
$437K -$6.39K -86 -1%
TRCT
393
Tower Research Capital (TRC)
New York
$436K +$102K +1,369 +30%
T
394
TCWP
Ohio
$426K +$24.6K +331 +6%
IC
395
IEQ Capital
California
$422K +$174K +2,342 +70%
CC
396
Cipher Capital
New York
$418K +$418K +5,631 New
VF
397
Virtu Financial
New York
$417K -$509K -6,857 -55%
BPA
398
Beacon Pointe Advisors
California
$417K -$39.8K -535 -9%
SEC
399
Seven Eight Capital
New York
$416K +$416K +5,596 New
WPW
400
Waldron Private Wealth
Pennsylvania
$410K -$1.34K -18 -0.3%