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Principal Financial Group

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
501
Advisory Services Network
Georgia
$262K -$55.1K -657 -17%
ZCA
502
Zeke Capital Advisors
Pennsylvania
$261K -$66.2K -789 -20%
CP
503
CenterBook Partners
Connecticut
$260K +$260K +3,095 New
IWM
504
IHT Wealth Management
Illinois
$259K +$259K +3,085 New
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$258K
AWM
506
Affinity Wealth Management
Delaware
$258K +$258K +3,073 New
JGIA
507
Jackson Grant Investment Advisers
Connecticut
$258K
CAAM
508
Cornerstone Advisors Asset Management
Pennsylvania
$257K
CI
509
Cigna Investments
Connecticut
$254K -$4.03K -48 -2%
SPC
510
Sigma Planning Corp
Michigan
$254K +$3.27K +39 +1%
Koshinski Asset Management
511
Koshinski Asset Management
Illinois
$253K +$18.6K +222 +8%
SNBOSD
512
Security National Bank of So Dak
Iowa
$252K
CCM
513
Community Capital Management
Florida
$252K -$113K -1,350 -31%
RWA
514
Redhawk Wealth Advisors
Minnesota
$252K
CFS
515
CRA Financial Services
New Jersey
$252K
GMA
516
Glassy Mountain Advisors
Maryland
$252K +$252K +3,000 New
P
517
Pitcairn
Pennsylvania
$251K -$4.95K -59 -2%
LA
518
Lane & Associates
New Jersey
$248K +$248K +2,950 New
GAA
519
Global Assets Advisory
Florida
$247K +$10.1K +120 +4%
BCM
520
Brookstone Capital Management
Illinois
$246K +$246K +2,817 New
CCA
521
Checchi Capital Advisers
California
$246K -$20.7K -247 -8%
AIP
522
Ameritas Investment Partners
Nebraska
$245K -$17.3K -194 -7%
WCM
523
Wedge Capital Management
North Carolina
$244K -$34.5K -411 -12%
OPS
524
Orion Portfolio Solutions
Nebraska
$241K +$241K +2,876 New
SNB
525
Security National Bank
Nebraska
$235K -$9.23K -110 -4%