PFG icon

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 %
CL
426
Choreo LLC
Illinois
$422K +$252 +3 +0.1%
EAM
427
Erste Asset Management
Austria
$419K -$154K -1,800 -27%
TF
428
Trek Financial
Arizona
$419K +$30K +357 +8%
MGP
429
Metis Global Partners
California
$410K +$111K +1,320 +37%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K +$64.9K +773 +19%
KA
431
Kintegral Advisory
New York
$398K -$320K -3,813 -45%
WPW
432
Waldron Private Wealth
Pennsylvania
$398K
PCIA
433
Prime Capital Investment Advisors
Kansas
$394K +$394K +4,694 New
LFA
434
Legacy Financial Advisors
Kentucky
$387K -$20.7K -247 -5%
VCA
435
Verdence Capital Advisors
Maryland
$383K +$383K +4,561 New
SAM
436
Sompo Asset Management
Japan
$381K -$178K -2,120 -32%
TC
437
TownSquare Capital
Utah
$379K +$379K +4,514 New
TRCT
438
Tower Research Capital (TRC)
New York
$378K -$1.36M -16,220 -78%
MC
439
Miramar Capital
Illinois
$376K -$210K -2,500 -36%
LNC
440
Lincoln National Corp
Pennsylvania
$375K +$375K +4,463 New
DA
441
Denali Advisors
California
$369K +$218K +2,600 +144%
JSL
442
JT Stratford LLC
Georgia
$369K +$23.2K +276 +7%
C
443
CEDRUS
Colorado
$369K +$121K +1,443 +49%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$364K -$52.7K -628 -13%
HWM
445
Hohimer Wealth Management
Washington
$364K -$1.75M -20,815 -83%
CA
446
Continuum Advisory
Idaho
$362K +$9.06K +108 +3%
FA
447
FDx Advisors
Illinois
$349K +$349K +4,162 New
QI
448
Qtron Investments
Massachusetts
$349K
JWCA
449
J.W. Coons Advisors
Ohio
$349K +$25.3K +301 +8%
SXL
450
Summit X LLC
Missouri
$347K -$6.88K -103 -2%