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Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
476
1834 Investment Advisors
Wisconsin
$254K +$254K +3,414 New
RCAG
477
Rehmann Capital Advisory Group
Michigan
$254K +$2.53K +34 +1%
SWP
478
Stratos Wealth Partners
Ohio
$249K -$4.61K -62 -2%
WA
479
WESPAC Advisors
California
$247K -$48.1K -647 -16%
WCM
480
Wedge Capital Management
North Carolina
$245K +$28.5K +384 +13%
NWM
481
Northwest Wealth Management
Iowa
$243K -$7.36K -99 -3%
GA
482
Gateway Advisory
New Jersey
$243K +$243K +3,269 New
CTA
483
Chesley Taft & Associates
Illinois
$243K
HWM
484
HB Wealth Management
Georgia
$242K +$8.32K +112 +4%
AWM
485
Affinity Wealth Management
Delaware
$242K +$13.8K +186 +6%
KI
486
Kapitalo Investimentos
Brazil
$242K +$242K +3,258 New
CC
487
Commons Capital
Massachusetts
$239K -$20.3K -273 -8%
CWP
488
Concord Wealth Partners
Virginia
$239K -$61.6K -829 -20%
Bessemer Group
489
Bessemer Group
New Jersey
$238K -$34K -457 -13%
OPS
490
Orion Portfolio Solutions
Nebraska
$235K +$21.3K +286 +10%
BCI
491
Brinker Capital Investments
Pennsylvania
$235K +$235K +3,162 New
KC
492
Kinloch Capital
Virginia
$233K
APA
493
Astoria Portfolio Advisors
New York
$230K +$13.3K +184 +6%
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$228K
MG
495
Meritage Group
California
$228K +$228K +3,063 New
PCMC
496
Paragon Capital Management (Colorado)
Colorado
$227K -$1.04K -14 -0.5%
RG
497
Renaissance Group
Kentucky
$227K -$23.2K -312 -9%
SPC
498
Sigma Planning Corp
Michigan
$225K +$669 +9 +0.3%
CS
499
Comerica Securities
Michigan
$224K -$11.7K -157 -5%
Brown Advisory
500
Brown Advisory
Maryland
$224K -$8.7K -117 -4%