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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 %
AA
551
AlphaCentric Advisors
Puerto Rico
$113K -$5.65K -76 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
552
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$106K -$15.3M -205,578 -99%
HBT
553
Hills Bank & Trust
Iowa
$104K
LTI
554
Laffer Tengler Investments
Tennessee
$103K
CAL
555
Capital Analysts LLC
Pennsylvania
$103K
TH
556
TCTC Holdings
Texas
$103K
FCA
557
FinTrust Capital Advisors
South Carolina
$101K
AIC
558
Archer Investment Corporation
Indiana
$98K +$94.5K +1,200 +2,727%
JWA
559
JFS Wealth Advisors
Pennsylvania
$97.3K -$3.2K -43 -3%
AF
560
Advisornet Financial
Minnesota
$96.6K -$3.64K -49 -4%
T
561
TOBAM
France
$93K +$34.6K +463 +59%
QC
562
Quent Capital
New York
$90.8K -$4.91K -66 -5%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$89K -$7.4K -100 -8%
BF
564
BOK Financial
Oklahoma
$88.3K +$88.3K +1,188 New
SOW
565
State of Wyoming
Wyoming
$86.1K -$4.61K -62 -5%
M
566
MOTCO
Texas
$84.4K +$10.6K +142 +14%
TWA
567
TCI Wealth Advisors
Arizona
$78.3K -$149 -2 -0.2%
PTC
568
Private Trust Company
Ohio
$75.6K
DSC
569
Duncker Streett & Co
Missouri
$75.1K
MCM
570
Manchester Capital Management
Vermont
$72.6K +$1.26K +17 +2%
GRP
571
Global Retirement Partners
California
$71.8K +$57.9K +826 +415%
FFC
572
First Financial Corp
Indiana
$71K
PB
573
Pinnacle Bancorp
Nebraska
$70.7K
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70.6K -$15K -202 -18%
TPCW
575
TD Private Client Wealth
New York
$69.6K -$1.64K -22 -2%