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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
401
Heartland Bank & Trust
Illinois
$413K +$6.05K +84 +1%
TCM
402
Twin Capital Management
Pennsylvania
$413K -$39.7K -551 -9%
CIA
403
Capital Investment Advisors
Georgia
$413K +$8.22K +114 +2%
ASN
404
Advisory Services Network
Georgia
$400K +$164K +2,278 +70%
PCIA
405
Prime Capital Investment Advisors
Kansas
$398K -$32.4K -450 -8%
Bessemer Group
406
Bessemer Group
New Jersey
$396K +$184K +2,547 +87%
RWS
407
Resolute Wealth Strategies
Mississippi
$395K +$288 +4 +0.1%
IC
408
IEQ Capital
California
$390K +$91.3K +1,267 +31%
WPW
409
Waldron Private Wealth
Pennsylvania
$388K -$10.9K -151 -3%
CCM
410
Coldstream Capital Management
Washington
$387K +$3.1K +43 +0.8%
CAMG
411
CWA Asset Management Group
Florida
$386K -$288 -4 -0.1%
CL
412
Choreo LLC
Illinois
$382K -$1.59K -22 -0.4%
RBC
413
Romano Brothers & Co
Illinois
$380K
BMC
414
Benin Management Corp
Connecticut
$375K
WS
415
Wedbush Securities
California
$374K -$26K -361 -7%
MCM
416
MAI Capital Management
Ohio
$372K -$10.5K -145 -3%
BL
417
Balentine LLC
Georgia
$371K +$865 +12 +0.2%
SP
418
Symmetry Partners
Connecticut
$366K
BFG
419
Bleakley Financial Group
New Jersey
$365K -$23.1K -321 -6%
SS
420
Simplicity Solutions
Minnesota
$365K -$22.7K -315 -6%
UCFA
421
United Capital Financial Advisors
Texas
$362K -$28.3K -393 -7%
1WA
422
180 Wealth Advisors
Washington
$359K +$2.45K +34 +0.7%
LFA
423
Legacy Financial Advisors
Kentucky
$358K -$7.5K -104 -2%
EAM
424
Erste Asset Management
Austria
$356K
AIM
425
Acropolis Investment Management
Missouri
$356K -$135K -1,870 -27%