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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 %
Koshinski Asset Management
501
Koshinski Asset Management
Illinois
$223K -$1.12K -15 -0.5%
RWA
502
Redhawk Wealth Advisors
Minnesota
$223K
CFS
503
CRA Financial Services
New Jersey
$223K
WC
504
Wexford Capital
Florida
$220K +$220K +2,963 New
HI
505
Horizon Investments
North Carolina
$220K -$540K -7,271 -71%
NP
506
Nilsine Partners
Colorado
$219K +$219K +2,949 New
CI
507
Cigna Investments
Connecticut
$218K -$7.75K -104 -3%
ACA
508
Atlas Capital Advisors
Wyoming
$218K -$14.3K -193 -6%
PCIA
509
Prime Capital Investment Advisors
Kansas
$217K -$131K -1,769 -38%
SFG
510
StrategIQ Financial Group
Indiana
$217K +$217K +2,920 New
AAS
511
Avantax Advisory Services
Texas
$215K +$33.9K +456 +19%
SW
512
SVB Wealth
Massachusetts
$215K -$178K -2,392 -45%
HFM
513
Harvest Fund Management
China
$210K -$165K -2,221 -44%
AWM
514
Axxcess Wealth Management
California
$210K +$18.2K +245 +10%
SNB
515
Security National Bank
Nebraska
$208K
JWCA
516
J.W. Cole Advisors
Florida
$207K +$223 +3 +0.1%
AWS
517
Atria Wealth Solutions
New York
$207K -$377K -5,072 -65%
PI
518
PFG Investments
New York
$206K +$206K +2,776 New
PA
519
Profund Advisors
Maryland
$206K +$13.8K +186 +7%
FMAEN1
520
Fund Management at Engine No 1
California
$205K +$19K +255 +10%
SFG
521
Sather Financial Group
Texas
$205K
DEA
522
DoubleLine ETF Adviser
Florida
$205K -$34.9K -469 -15%
AIP
523
Ameritas Investment Partners
Nebraska
$204K
IWM
524
IHT Wealth Management
Illinois
$202K -$27.2K -366 -12%
RFA
525
Resurgent Financial Advisors
Georgia
$200K +$15.6K +210 +8%