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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 %
ST
526
Sageworth Trust
Pennsylvania
$192K
MWC
527
MBM Wealth Consultants
Missouri
$190K
WT
528
Whittier Trust
California
$187K
TFGT
529
TS Financial Group (TSFG)
Illinois
$184K
PA
530
Parallel Advisors
California
$184K +$39.3K +529 +27%
WP
531
WealthPLAN Partners
Nebraska
$183K +$2.9K +39 +2%
S
532
SignatureFD
Georgia
$182K -$7.58K -102 -4%
DA
533
Denali Advisors
California
$181K -$146K -1,967 -45%
HI
534
Harbour Investments
Wisconsin
$175K +$27.2K +366 +18%
HNB
535
Huntington National Bank
Ohio
$161K +$18.5K +249 +13%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$160K -$9.89K -133 -6%
BC
537
Bartlett & Co
Ohio
$160K -$9.88K -133 -6%
QCG
538
Quadrant Capital Group
Ohio
$158K -$223 -3 -0.1%
AWM
539
Accel Wealth Management
Iowa
$145K +$24K +323 +20%
OIA
540
Optimum Investment Advisors
Illinois
$145K
IAIM
541
International Assets Investment Management
Florida
$142K +$142K +1,908 New
SSC
542
Syverson Strege & Co
Iowa
$139K +$2.82K +38 +2%
WFA
543
West Financial Advisors
Iowa
$132K -$4.09K -55 -3%
SCM
544
Silvant Capital Management
Georgia
$130K
DGAM
545
Desjardins Global Asset Management
Quebec, Canada
$127K +$66K +888 +108%
SCA
546
Stonebridge Capital Advisors
Minnesota
$122K +$5.5K +74 +5%
TCWA
547
Ten Capital Wealth Advisors
Washington
$117K
HIA
548
Harbor Investment Advisory
Maryland
$117K
CTC
549
Central Trust Company
Missouri
$116K +$10.2K +137 +10%
JFA
550
JNBA Financial Advisors
Minnesota
$114K