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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 %
HH
401
Hilltop Holdings
Texas
$409K +$2.23K +30 +0.5%
JFG
402
Jefferies Financial Group
New York
$408K -$2.24M -30,168 -85%
UCFA
403
United Capital Financial Advisors
Texas
$408K -$181K -2,435 -31%
RWS
404
Resolute Wealth Strategies
Mississippi
$406K +$406K +5,467 New
RBC
405
Romano Brothers & Co
Illinois
$405K -$13K -175 -3%
SS
406
Simplicity Solutions
Minnesota
$402K +$222K +2,990 +123%
BFG
407
Bleakley Financial Group
New Jersey
$402K -$60.2K -810 -13%
CIM
408
Contravisory Investment Management
Massachusetts
$401K +$4.68K +63 +1%
EH
409
Equitable Holdings
New York
$400K +$22.6K +304 +6%
RWM
410
Ritholtz Wealth Management
New York
$394K +$7.21K +97 +2%
CIA
411
Capital Investment Advisors
Georgia
$392K +$7.51K +101 +2%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$391K +$5.26K +71 +1%
CAMG
413
CWA Asset Management Group
Florida
$387K +$5.13K +69 +1%
BMC
414
Benin Management Corp
Connecticut
$386K
LSPW
415
Lake Street Private Wealth
Illinois
$386K -$24.6K -331 -6%
MS
416
Maven Securities
Jersey
$380K +$380K +5,115 New
TMAM
417
Tokio Marine Asset Management
Japan
$378K
CL
418
Choreo LLC
Illinois
$377K +$2.68K +36 +0.7%
ESCM
419
Echo Street Capital Management
New York
$375K +$98.9K +1,331 +36%
KI
420
Kula Investments
Illinois
$371K +$371K +4,994 New
SXL
421
Summit X LLC
Missouri
$366K -$20.1K -270 -5%
EAM
422
Erste Asset Management
Austria
$363K
TFA
423
Teamwork Financial Advisors
Texas
$359K -$2.76M -37,098 -88%
Federated Hermes
424
Federated Hermes
Pennsylvania
$359K -$564K -7,586 -61%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K +$520 +7 +0.1%