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Principal Financial Group

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
551
Wedmont Private Capital
Pennsylvania
$209K +$209K +2,392 New
SCI
552
S&CO Inc
Massachusetts
$209K +$209K +2,500 New
RFA
553
Resurgent Financial Advisors
Georgia
$208K +$208K +2,482 New
TFGT
554
TS Financial Group (TSFG)
Illinois
$208K
SWM
555
SeaCrest Wealth Management
New York
$206K -$78.6K -937 -28%
AAS
556
Avantax Advisory Services
Texas
$205K -$58.4K -696 -22%
RAG
557
RIA Advisory Group
Iowa
$205K +$205K +3,042 New
SS
558
Simplicity Solutions
Minnesota
$203K +$203K +2,425 New
IWN
559
Independent Wealth Network
Iowa
$203K +$203K +2,423 New
CAM
560
Cresset Asset Management
Illinois
$203K -$58.6K -698 -22%
HAIM
561
Hunter Associates Investment Management
Pennsylvania
$201K +$201K +2,411 New
BCWM
562
Bartlett & Co Wealth Management
Ohio
$192K
BC
563
Bartlett & Co
Ohio
$192K
BAMF
564
BI Asset Management Fondsmaeglerselskab
Denmark
$186K +$186K +2,215 New
AssetMark Inc
565
AssetMark Inc
California
$185K +$149K +1,772 +410%
QCG
566
Quadrant Capital Group
Ohio
$179K -$5.96K -71 -3%
TF
567
Tompkins Financial
New York
$175K
FHA
568
First Horizon Advisors
Tennessee
$168K -$11.4K -136 -6%
HI
569
Harbour Investments
Wisconsin
$167K -$16.3K -194 -9%
OIA
570
Optimum Investment Advisors
Illinois
$164K
PA
571
Parallel Advisors
California
$163K -$12.2K -145 -7%
HNB
572
Huntington National Bank
Ohio
$161K -$2.18K -26 -1%
SSC
573
Syverson Strege & Co
Iowa
$154K -$48.1K -573 -24%
WFA
574
West Financial Advisors
Iowa
$153K -$3.02K -36 -2%
SCM
575
Silvant Capital Management
Georgia
$147K