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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Market Value Shares Shares
Change
Shares
Change %
GRP
551
Global Retirement Partners
California
$82.4K 1,205 +191 +19%
Optiver Holding
552
Optiver Holding
Netherlands
$78.6K 1,090 +1,090 New
BF
553
BOK Financial
Oklahoma
$75.8K 1,120 -57 -5%
QC
554
Quent Capital
New York
$73.9K 1,026 +65 +7%
FCT
555
First Community Trust
Iowa
$72.8K 1,010
DSC
556
Duncker Streett & Co
Missouri
$72.8K 1,010
MCM
557
Manchester Capital Management
Vermont
$72.1K 1,001 +2 +0.2%
C
558
Covestor
United Kingdom
$72K 1,002 +57 +6%
FFC
559
First Financial Corp
Indiana
$68.8K 955
PB
560
Pinnacle Bancorp
Nebraska
$68.5K 951
MCM
561
MV Capital Management
Maryland
$68.2K 946 +13 +1%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K 950
WBC
563
Westpac Banking Corp
Australia
$66.3K 920
AWM
564
Avior Wealth Management
Nebraska
$63.9K 887 +417 +89%
DA
565
Denali Advisors
California
$58.8K 816 -110 -12%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.9K 804
OP
567
ORG Partners
Indiana
$56.3K 781
HFM
568
Harvest Fund Management
China
$56K 775 -2,050 -73%
GI
569
Gradient Investments
Minnesota
$55.6K 771
MFA
570
McClarren Financial Advisors
Pennsylvania
$55K 776
BTI
571
Blue Trust Inc
Georgia
$54K 713 +150 +27%
SC
572
Stephens Consulting
Michigan
$52.3K 725
SAI
573
Systematic Alpha Investments
New Jersey
$50.4K 700
GGI
574
Godsey & Gibb Inc
Virginia
$50.4K 700
RDIA
575
RE Dickinson Investment Advisors
Iowa
$49K 673 +5 +0.7%