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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 %
HBT
401
Heartland Bank & Trust
Illinois
$462K +$462K +5,508 New
Cerity Partners
402
Cerity Partners
New York
$460K +$128K +1,525 +39%
HH
403
Hilltop Holdings
Texas
$459K -$46.6K -555 -9%
WS
404
Wedbush Securities
California
$456K +$17K +203 +4%
QIM
405
Quantitative Investment Management
Virginia
$455K +$455K +5,428 New
T
406
TCWP
Ohio
$453K -$27.7K -330 -6%
1WA
407
180 Wealth Advisors
Washington
$448K -$11.4K -124 -2%
CIM
408
Contravisory Investment Management
Massachusetts
$448K +$336 +4 +0.1%
CWMU
409
Caliber Wealth Management (Utah)
Utah
$446K +$446K +5,312 New
GCM
410
Graham Capital Management
Connecticut
$444K +$444K +5,286 New
SW
411
SVB Wealth
Massachusetts
$443K +$63.1K +752 +17%
Verition Fund Management
412
Verition Fund Management
Connecticut
$443K -$313K -3,724 -41%
William Blair & Company
413
William Blair & Company
Illinois
$440K +$30.6K +365 +7%
EI
414
Ellevest Inc
New York
$440K +$12.6K +150 +3%
AM
415
AGF Management
Ontario, Canada
$438K +$438K +5,224 New
RWM
416
Ritholtz Wealth Management
New York
$437K +$146K +1,737 +50%
BMC
417
Benin Management Corp
Connecticut
$436K
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$436K -$87.2K -1,041 -17%
CIA
419
Capital Investment Advisors
Georgia
$434K -$17.1K -204 -4%
HFM
420
Harvest Fund Management
China
$431K +$99.5K +1,165 +30%
CAMG
421
CWA Asset Management Group
Florida
$431K +$1.26K +15 +0.3%
TMAM
422
Tokio Marine Asset Management
Japan
$426K +$25.8K +307 +6%
EH
423
Equitable Holdings
New York
$426K +$84 +1 +0%
SP
424
Symmetry Partners
Connecticut
$426K
STCOSD
425
Sageworth Trust Company of South Dakota
South Dakota
$425K