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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 %
BPA
426
Beacon Pointe Advisors
California
$355K -$48.2K -669 -12%
HWM
427
HB Wealth Management
Georgia
$350K +$350K +4,861 New
C
428
CEDRUS
Colorado
$350K
JCM
429
Jacobi Capital Management
Pennsylvania
$349K -$77K -1,068 -18%
VI
430
Vestcor Inc
New Brunswick, Canada
$345K -$79K -1,095 -19%
KWM
431
Kingsview Wealth Management
Oregon
$343K -$1.8K -25 -0.5%
CWA
432
Centennial Wealth Advisory
Michigan
$342K +$11K +153 +3%
IWC
433
Integrated Wealth Concepts
Massachusetts
$341K -$59.2K -821 -15%
EI
434
Ellevest Inc
New York
$335K +$10.7K +149 +3%
IAA
435
Independent Advisor Alliance
North Carolina
$332K -$2.23K -31 -0.7%
STCOSD
436
Sageworth Trust Company of South Dakota
South Dakota
$329K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$325K +$12.3K +170 +4%
KA
438
Kintegral Advisory
New York
$324K -$216 -3 -0.1%
GS
439
GTS Securities
New York
$324K +$324K +4,498 New
MLA
440
My Legacy Advisors
Oregon
$324K -$266K -3,830 -45%
JWCA
441
J.W. Coons Advisors
Ohio
$324K -$2.88K -40 -0.9%
AWA
442
Arete Wealth Advisors
Illinois
$324K -$15.4K -214 -5%
HFM
443
Hartford Funds Management
Pennsylvania
$323K +$323K +4,478 New
EFI
444
EHP Funds Inc
Canada
$317K -$1.2M -16,700 -79%
SWP
445
Stratos Wealth Partners
Ohio
$316K +$56.9K +789 +22%
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K
William Blair & Company
447
William Blair & Company
Illinois
$309K -$13K -181 -4%
VSQM
448
V-Square Quantitative Management
Illinois
$308K +$200K +2,779 +185%
CFAM
449
Center For Asset Management
Florida
$302K -$1.73K -24 -0.6%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$299K