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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 %
MWC
576
MBM Wealth Consultants
Missouri
$141K +$23.4K +280 +20%
AWM
577
Accel Wealth Management
Iowa
$137K +$168 +2 +0.1%
AA
578
AlphaCentric Advisors
Puerto Rico
$134K -$26.4K -315 -17%
TCWA
579
Ten Capital Wealth Advisors
Washington
$132K
HIA
580
Harbor Investment Advisory
Maryland
$132K +$42K +500 +46%
SCA
581
Stonebridge Capital Advisors
Minnesota
$132K
SIM
582
Sentry Investment Management
Wisconsin
$131K +$18.8K +224 +17%
JFA
583
JNBA Financial Advisors
Minnesota
$129K -$3.02K -36 -2%
CTC
584
Central Trust Company
Missouri
$120K
HBT
585
Hills Bank & Trust
Iowa
$118K
LTI
586
Laffer Tengler Investments
Tennessee
$117K
CAL
587
Capital Analysts LLC
Pennsylvania
$116K
TH
588
TCTC Holdings
Texas
$116K
JWA
589
JFS Wealth Advisors
Pennsylvania
$113K +$587 +7 +0.5%
AF
590
Advisornet Financial
Minnesota
$113K +$5.62K +67 +5%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$109K +$8.37K +100 +8%
KHC
592
Koesten Hirschmann & Crabtree
Kansas
$109K +$109K +1,296 New
QC
593
Quent Capital
New York
$108K -$4.03K -48 -4%
BTI
594
Blue Trust Inc
Georgia
$108K +$26.2K +362 +32%
SOW
595
State of Wyoming
Wyoming
$102K -$2.94K -35 -3%
FCA
596
FinTrust Capital Advisors
South Carolina
$101K +$923 +11 +0.9%
AWM
597
Ameliora Wealth Management
Switzerland
$101K
MCC
598
Money Concepts Capital
Florida
$98.1K +$90K +1,072 +1,105%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.7K
TWA
600
TCI Wealth Advisors
Arizona
$88.6K +$168 +2 +0.2%