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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 %
KeyBank National Association
476
KeyBank National Association
Ohio
$250K +$2.09K +29 +0.8%
DEA
477
DoubleLine ETF Adviser
Florida
$247K +$13.8K +191 +6%
RG
478
Renaissance Group
Kentucky
$244K
RWM
479
Ritholtz Wealth Management
New York
$243K -$88.4K -1,226 -27%
CWP
480
Concord Wealth Partners
Virginia
$242K
1IA
481
1834 Investment Advisors
Wisconsin
$238K
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$238K +$9.51K +132 +4%
CTA
483
Chesley Taft & Associates
Illinois
$236K +$144 +2 +0.1%
FCFC
484
First Citizens Financial Corp
Iowa
$235K
PA
485
Prossimo Advisors
California
$233K -$1.44K -20 -0.6%
SCA
486
Snowden Capital Advisors
New York
$230K -$21.1K -293 -8%
WWM
487
Western Wealth Management
Colorado
$229K +$288 +4 +0.1%
FMAEN1
488
Fund Management at Engine No 1
California
$229K +$17.2K +239 +8%
JSL
489
JT Stratford LLC
Georgia
$228K -$133K -1,849 -37%
HI
490
Horizon Investments
North Carolina
$226K -$1.95K -27 -0.9%
KC
491
Kinloch Capital
Virginia
$226K
MWC
492
MBM Wealth Consultants
Missouri
$222K +$13.7K +196 +7%
JGIA
493
Jackson Grant Investment Advisers
Connecticut
$221K
CS
494
Comerica Securities
Michigan
$221K +$4.76K +66 +2%
PNC
495
Park National Corp
Ohio
$220K
RAG
496
RIA Advisory Group
Iowa
$219K +$219K +3,036 New
NWM
497
Northwest Wealth Management
Iowa
$218K +$432 +6 +0.2%
CTC
498
Central Trust Company
Missouri
$218K -$2.67K -37 -1%
FTDI
499
First Trust Direct Indexing
Massachusetts
$217K -$1.3K -18 -0.6%
RWA
500
Redhawk Wealth Advisors
Minnesota
$217K