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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 %
TH
551
TCTC Holdings
Texas
$109K
AF
552
Advisornet Financial
Minnesota
$108K -$708 -9 -0.7%
JWA
553
JFS Wealth Advisors
Pennsylvania
$106K -$865 -11 -0.8%
GM
554
GeoWealth Management
Illinois
$106K +$106K +1,348 New
C
555
Covestor
United Kingdom
$100K +$20.8K +263 +26%
CAL
556
Capital Advisors Ltd
Ohio
$96K +$1.88K +24 +2%
CAM
557
Clarity Asset Management
Iowa
$95.2K +$95.2K +1,210 New
AssetMark Inc
558
AssetMark Inc
California
$94.9K -$37.5M -476,983 -100%
QC
559
Quent Capital
New York
$93.2K +$12.5K +159 +15%
GRP
560
Global Retirement Partners
California
$85.4K -$8.75K -112 -9%
LS
561
Livforsakringsbolaget Skandia
Sweden
$85.1K +$42.6K +541 +100%
MCM
562
Manchester Capital Management
Vermont
$81.9K +$3.15K +40 +4%
DSC
563
Duncker Streett & Co
Missouri
$79.5K
FCT
564
First Community Trust
Iowa
$79.5K
PCM
565
Penserra Capital Management
California
$79K -$18K -232 -19%
PP
566
Pingora Partners
Wyoming
$78.7K +$78.7K +1,000 New
BTI
567
Blue Trust Inc
Georgia
$78K +$26.5K +367 +51%
MCM
568
MV Capital Management
Maryland
$76.5K +$2.12K +27 +3%
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.1K
FFC
570
First Financial Corp
Indiana
$75.1K
PB
571
Pinnacle Bancorp
Nebraska
$74.8K
CFO
572
CVA Family Office
Colorado
$72.8K +$72.8K +925 New
FGA
573
Fortis Group Advisors
New Jersey
$72.1K +$36K +458 +100%
GWM
574
Geneos Wealth Management
Colorado
$71K -$31.5K -400 -31%
AWM
575
Avior Wealth Management
Nebraska
$69.8K