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Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
YIH
476
Y-Intercept (HK)
Hong Kong
$249K -$656K -8,344 -73%
CTA
477
Chesley Taft & Associates
Illinois
$248K -$8.97K -114 -3%
Focus Partners Wealth
478
Focus Partners Wealth
Massachusetts
$248K +$248K +3,148 New
LB
479
Legacy Bridge
Iowa
$247K -$59K -750 -19%
GCM
480
Graham Capital Management
Connecticut
$246K -$443K -5,632 -64%
KC
481
Kinloch Capital
Virginia
$246K
ASN
482
Advisory Services Network
Georgia
$246K -$191K -2,422 -44%
BAM
483
Belpointe Asset Management
Nevada
$246K +$246K +3,123 New
MOS
484
MGO One Seven
Ohio
$245K +$245K +3,116 New
NIM
485
NEOS Investment Management
Connecticut
$245K +$245K +3,115 New
JGIA
486
Jackson Grant Investment Advisers
Connecticut
$242K
BIG
487
Brooklyn Investment Group
New York
$242K +$242K +3,070 New
AIM
488
Acropolis Investment Management
Missouri
$241K -$148K -1,875 -38%
NA
489
NewEdge Advisors
Louisiana
$241K -$221K -2,813 -48%
CTC
490
Central Trust Company
Missouri
$238K
JWCA
491
J.W. Cole Advisors
Florida
$238K +$6.61K +84 +3%
HWM
492
HB Wealth Management
Georgia
$237K -$145K -1,846 -38%
SNBOSD
493
Security National Bank of So Dak
Iowa
$236K
GMA
494
Glassy Mountain Advisors
Maryland
$236K
LSPW
495
Lake Street Private Wealth
Illinois
$234K -$66.5K -845 -22%
1IA
496
1834 Investment Advisors
Wisconsin
$231K -$28.8K -366 -11%
P
497
Pitcairn
Pennsylvania
$231K -$63.3K -805 -22%
CGL
498
Clarius Group LLC
Washington
$231K -$47.4K -603 -17%
PNC
499
Park National Corp
Ohio
$229K -$10.9K -138 -5%
NWM
500
Northwest Wealth Management
Iowa
$229K -$9.68K -123 -4%