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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 %
QI
451
Qtron Investments
Massachusetts
$299K -$122K -1,688 -29%
BC
452
Bartlett & Co
Ohio
$299K
HSA
453
HBK Sorce Advisory
Pennsylvania
$299K -$576 -8 -0.2%
AWM
454
Apollon Wealth Management
South Carolina
$298K -$45K -625 -13%
SC
455
Syon Capital
California
$290K +$290K +4,030 New
RWP
456
RWA Wealth Partners
Massachusetts
$285K +$14.8K +205 +5%
HCA
457
Harbor Capital Advisors
Illinois
$283K
CG
458
Caprock Group
Idaho
$282K +$8.87K +123 +3%
QCM
459
Qsemble Capital Management
New York
$281K +$281K +3,900 New
LB
460
Legacy Bridge
Iowa
$281K
FA
461
FDx Advisors
Illinois
$278K -$148K -2,050 -35%
AA
462
Auxano Advisors
Washington
$278K
LSPW
463
Lake Street Private Wealth
Illinois
$278K -$28.5K -392 -9%
CG
464
Colony Group
Massachusetts
$274K -$11.1K -154 -4%
9WM
465
9258 Wealth Management
Ohio
$273K -$7.21K -100 -3%
AWM
466
Affinity Wealth Management
Delaware
$272K
PTC
467
Petrus Trust Company
Texas
$270K -$21.8K -302 -7%
P
468
Pitcairn
Pennsylvania
$269K -$8.94K -124 -3%
RJT
469
Raymond James Trust
Florida
$262K +$13.3K +185 +5%
IHWM
470
Iron Horse Wealth Management
Iowa
$262K
WA
471
WESPAC Advisors
California
$260K +$20.9K +290 +9%
CGL
472
Clarius Group LLC
Washington
$255K -$48.4K -672 -16%
CIC
473
Cornercap Investment Counsel
Georgia
$255K -$32.6K -452 -11%
AIC
474
Archer Investment Corporation
Indiana
$251K
SFG
475
StrategIQ Financial Group
Indiana
$250K +$3.89K +54 +2%