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Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
376
Greenleaf Trust
Michigan
$516K +$5.19K +66 +1%
CFGS
377
Concourse Financial Group Securities
Alabama
$506K -$161K -2,048 -24%
FFM
378
Forum Financial Management
Illinois
$506K -$35.4K -450 -7%
PPWP
379
Premier Path Wealth Partners
New Jersey
$503K +$503K +6,388 New
MFG
380
Merit Financial Group
Georgia
$499K -$47.1K -599 -9%
TMAM
381
Tokio Marine Asset Management
Japan
$498K +$30.8K +392 +7%
VVP
382
Venture Visionary Partners
Ohio
$492K -$44K -559 -8%
RFC
383
Regions Financial Corp
Alabama
$491K -$34.4K -437 -7%
Credit Agricole
384
Credit Agricole
France
$488K +$324K +4,113 +197%
HH
385
Hilltop Holdings
Texas
$480K +$4.01K +51 +0.8%
PCIA
386
Prime Capital Investment Advisors
Kansas
$477K +$43K +547 +10%
MAM
387
Marquette Asset Management
Minnesota
$477K -$15.7K -200 -3%
CIA
388
Capital Investment Advisors
Georgia
$470K +$19.7K +251 +4%
EH
389
Equitable Holdings
New York
$461K -$10.3K -131 -2%
SCM
390
Steele Capital Management
Iowa
$456K +$456K +5,792 New
FI
391
FJ Investments
Utah
$448K +$448K +5,700 New
BA
392
Bridgewater Associates
Connecticut
$444K -$1.26M -15,983 -74%
IMCOOI
393
Investment Management Corp of Ontario (IMCO)
Canada
$442K +$442K +5,620 New
NB
394
Nicolet Bankshares
Wisconsin
$442K -$14.9K -190 -3%
BC
395
Burney Company
Virginia
$439K -$28.6K -364 -6%
PPWP
396
Proquility Private Wealth Partners
Nevada
$439K -$326K -4,145 -43%
CAG
397
Csenge Advisory Group
Florida
$438K -$290K -3,684 -40%
FFA
398
Farther Finance Advisors
California
$438K +$422K +5,366 +2,738%
TCM
399
Twin Capital Management
Pennsylvania
$437K -$13.7K -174 -3%
CCM
400
Coldstream Capital Management
Washington
$432K +$9.91K +126 +2%