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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 %
VSQM
401
V-Square Quantitative Management
Illinois
$421K +$84.9K +1,079 +25%
CAMG
402
CWA Asset Management Group
Florida
$421K -$393 -5 -0.1%
WPW
403
Waldron Private Wealth
Pennsylvania
$420K -$3.54K -45 -0.8%
GS
404
GTS Securities
New York
$419K +$65.1K +827 +18%
SAG
405
SageView Advisory Group
California
$416K -$258K -3,200 -38%
MLA
406
My Legacy Advisors
Oregon
$410K +$41.9K +530 +11%
BMC
407
Benin Management Corp
Connecticut
$409K +$157 +2 +0%
SS
408
Simplicity Solutions
Minnesota
$406K +$7.63K +97 +2%
BFG
409
Bleakley Financial Group
New Jersey
$406K +$7.63K +97 +2%
LFA
410
Legacy Financial Advisors
Kentucky
$405K +$14.8K +188 +4%
JCM
411
Jacobi Capital Management
Pennsylvania
$404K +$23.2K +295 +6%
IAA
412
Independent Advisor Alliance
North Carolina
$404K +$41.2K +524 +11%
IC
413
IEQ Capital
California
$397K -$28.4K -361 -7%
AWM
414
Apollon Wealth Management
South Carolina
$396K +$70.3K +894 +22%
RBC
415
Romano Brothers & Co
Illinois
$396K -$19.7K -250 -5%
SFA
416
Sequoia Financial Advisors
Ohio
$394K +$394K +5,014 New
CG
417
Caprock Group
Idaho
$393K +$85K +1,080 +28%
EAM
418
Erste Asset Management
Austria
$388K
BSW
419
Buckingham Strategic Wealth
Missouri
$386K -$77K -979 -17%
FTDI
420
First Trust Direct Indexing
Massachusetts
$385K +$147K +1,873 +62%
HW
421
Hancock Whitney
Mississippi
$384K -$1.55M -19,707 -80%
WS
422
Wedbush Securities
California
$379K -$29.2K -371 -7%
VI
423
Vestcor Inc
New Brunswick, Canada
$370K -$6.14K -78 -2%
AWA
424
Arete Wealth Advisors
Illinois
$365K +$11.7K +149 +3%
1WA
425
180 Wealth Advisors
Washington
$360K -$34K -430 -9%