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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 %
S
501
SignatureFD
Georgia
$217K +$43.2K +600 +25%
LNC
502
Lincoln National Corp
Pennsylvania
$216K -$7.5K -104 -3%
CFS
503
CRA Financial Services
New Jersey
$216K
SNBOSD
504
Security National Bank of So Dak
Iowa
$216K
RCAG
505
Rehmann Capital Advisory Group
Michigan
$215K -$9.15K -127 -4%
NP
506
Nilsine Partners
Colorado
$215K +$649 +9 +0.3%
GA
507
Geller Advisors
New York
$213K -$20.9K -290 -9%
JWCA
508
J.W. Cole Advisors
Florida
$212K +$9.95K +138 +5%
GMA
509
Glassy Mountain Advisors
Maryland
$211K
CCA
510
Checchi Capital Advisers
California
$209K +$18.2K +252 +10%
SW
511
SVB Wealth
Massachusetts
$208K +$208K +2,892 New
VF
512
Virtu Financial
New York
$206K +$206K +2,854 New
DILIC
513
Dai-ichi Life Insurance Company
Japan
$205K +$205K +2,843 New
AIP
514
Ameritas Investment Partners
Nebraska
$204K +$6.05K +84 +3%
MS
515
Maven Securities
Jersey
$204K +$204K +2,826 New
SNB
516
Security National Bank
Nebraska
$203K
RFA
517
Resurgent Financial Advisors
Georgia
$194K
WT
518
Whittier Trust
California
$183K +$2.95K +41 +2%
WFA
519
West Financial Advisors
Iowa
$181K -$721 -10 -0.4%
TFGT
520
TS Financial Group (TSFG)
Illinois
$179K
ACA
521
Atlas Capital Advisors
Wyoming
$179K -$3.96K -55 -2%
VAG
522
VisionPoint Advisory Group
Texas
$177K
IG
523
ING Group
Netherlands
$176K -$312K -4,335 -64%
NRG
524
Nemes Rush Group
Michigan
$164K -$245K -3,396 -60%
T
525
TOBAM
France
$156K