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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 %
BHCM
501
Brevan Howard Capital Management
Jersey
$226K +$226K +2,874 New
ONB
502
Old National Bancorp
Indiana
$226K -$634K -8,063 -74%
FRM
503
Fox Run Management
Connecticut
$225K -$635K -8,068 -74%
AIP
504
Ameritas Investment Partners
Nebraska
$225K +$2.12K +27 +1%
BP
505
Ballentine Partners
Massachusetts
$221K +$221K +2,813 New
LNC
506
Lincoln National Corp
Pennsylvania
$221K -$15.7K -199 -7%
CCA
507
Checchi Capital Advisers
California
$220K -$8.42K -107 -4%
SNB
508
Security National Bank
Nebraska
$220K
SCA
509
Snowden Capital Advisors
New York
$219K -$32K -407 -13%
BL
510
Balentine LLC
Georgia
$219K -$186K -2,363 -46%
BJL
511
Brighton Jones LLC
Washington
$218K +$218K +2,773 New
S
512
SignatureFD
Georgia
$216K -$20.7K -263 -9%
WP
513
Westmount Partners
California
$211K +$211K +2,687 New
UM
514
UniSuper Management
Australia
$211K +$69.5K +884 +49%
TAM
515
Trust Asset Management
Texas
$211K +$211K +2,678 New
WWM
516
Western Wealth Management
Colorado
$210K -$40K -508 -16%
PAS
517
Point72 Asia (Singapore)
Singapore
$210K +$210K +2,671 New
CC
518
Commons Capital
Massachusetts
$206K +$206K +2,625 New
SFP
519
Shepherd Financial Partners
Massachusetts
$205K +$205K +2,608 New
PA
520
Prossimo Advisors
California
$204K -$51.3K -651 -20%
ST
521
Sageworth Trust
Pennsylvania
$203K +$203K +2,577 New
RSWM
522
Robertson Stephens Wealth Management
California
$202K +$202K +2,564 New
RFA
523
Resurgent Financial Advisors
Georgia
$199K -$12.4K -158 -6%
WT
524
Whittier Trust
California
$197K -$3.23K -41 -2%
TFGT
525
TS Financial Group (TSFG)
Illinois
$195K