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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 %
WFA
526
West Financial Advisors
Iowa
$194K -$4.17K -53 -2%
VAG
527
VisionPoint Advisory Group
Texas
$194K
HI
528
Harbour Investments
Wisconsin
$159K +$31K +394 +24%
HNB
529
Huntington National Bank
Ohio
$158K +$10.7K +136 +7%
QCG
530
Quadrant Capital Group
Ohio
$156K -$10.3K -131 -6%
Fuller & Thaler Asset Management
531
Fuller & Thaler Asset Management
California
$153K +$140K +1,775 +1,057%
ACA
532
Atlas Capital Advisors
Wyoming
$148K -$46.7K -594 -24%
DA
533
Denali Advisors
California
$145K +$81.2K +1,032 +126%
PS
534
Principal Securities
Iowa
$143K +$143K +1,822 New
SCM
535
Silvant Capital Management
Georgia
$137K
Walleye Trading
536
Walleye Trading
New York
$137K -$1.3M -16,571 -90%
EC
537
EntryPoint Capital
New York
$137K +$137K +1,740 New
GI
538
GAMMA Investing
California
$131K +$131K +1,658 New
PA
539
Parallel Advisors
California
$131K -$17K -216 -12%
HIA
540
Harbor Investment Advisory
Maryland
$124K
JFA
541
JNBA Financial Advisors
Minnesota
$121K
NRG
542
Nemes Rush Group
Michigan
$118K -$60.7K -771 -34%
TPCW
543
TD Private Client Wealth
New York
$117K +$8.73K +111 +8%
WBC
544
Westpac Banking Corp
Australia
$116K +$43.3K +551 +60%
MSWM
545
McGlone Suttner Wealth Management
Wisconsin
$113K +$113K +1,439 New
HBT
546
Hills Bank & Trust
Iowa
$110K -$11.8K -150 -10%
RFS
547
Richardson Financial Services
Massachusetts
$110K +$110K +1,400 New
LTI
548
Laffer Tengler Investments
Tennessee
$110K
DGAM
549
Desjardins Global Asset Management
Quebec, Canada
$109K -$456K -5,800 -81%
CAL
550
Capital Analysts LLC
Pennsylvania
$109K -$5.21K -66 -5%