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Principal Financial Group

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M
Name Market Value Shares Shares
Change
Shares
Change %
BF
551
BOK Financial
Oklahoma
$89.3K 1,177 -11 -0.9%
GRP
552
Global Retirement Partners
California
$76.9K 1,014 -11 -1%
DSC
553
Duncker Streett & Co
Missouri
$76.6K 1,010
FCT
554
First Community Trust
Iowa
$76.6K 1,010 +376 +59%
MCM
555
Manchester Capital Management
Vermont
$75.8K 999 +22 +2%
QC
556
Quent Capital
New York
$72.9K 961 -261 -21%
TPCW
557
TD Private Client Wealth
New York
$72.4K 955 +18 +2%
FFC
558
First Financial Corp
Indiana
$72.4K 955
PB
559
Pinnacle Bancorp
Nebraska
$72.1K 951
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K 950
C
561
Covestor
United Kingdom
$72K 945 +335 +55%
MCM
562
MV Capital Management
Maryland
$70.8K 933 +195 +26%
DA
563
Denali Advisors
California
$70.2K 926 -1,507 -62%
WBC
564
Westpac Banking Corp
Australia
$69.8K 920 -22,728 -96%
GWM
565
Geneos Wealth Management
Colorado
$68.5K 903 +100 +12%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K 804
WAS
567
Winch Advisory Services
Wisconsin
$60K 798 +427 +115%
OP
568
ORG Partners
Indiana
$59.8K 781 +781 New
BFEC
569
Benjamin F. Edwards & Company
Missouri
$59K 779 -424 -35%
GI
570
Gradient Investments
Minnesota
$58.5K 771 +27 +4%
MFA
571
McClarren Financial Advisors
Pennsylvania
$58K 776 +8 +1%
DMBA
572
Deseret Mutual Benefit Administrators
Utah
$56.9K 750
CFO
573
CVA Family Office
Colorado
$56.9K 750 +25 +3%
MAM
574
Marquette Asset Management
Minnesota
$55.2K 728
SC
575
Stephens Consulting
Michigan
$55K 725