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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 %
AAS
576
Ameritas Advisory Services
Nebraska
$69.3K +$69.3K +922 New
ONST
577
Old North State Trust
North Carolina
$69K
LFA
578
Level Financial Advisors
New York
$64.4K
BTI
579
Blue Trust Inc
Georgia
$60K -$64.7K -775 -52%
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.8K +$17.8K +239 +42%
GWM
581
Geneos Wealth Management
Colorado
$59.7K -$18.2K -245 -23%
PMFA
582
Plante Moran Financial Advisors
Michigan
$59.1K
FHA
583
First Horizon Advisors
Tennessee
$58.8K -$90K -1,211 -60%
MFA
584
McClarren Financial Advisors
Pennsylvania
$57K +$371 +5 +0.7%
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$55.7K
GI
586
Gradient Investments
Minnesota
$55.3K -$14.9K -201 -21%
MCM
587
MV Capital Management
Maryland
$54.8K +$43.7K +588 +392%
MAM
588
Marquette Asset Management
Minnesota
$54.1K +$26.8K +360 +98%
SC
589
Stephens Consulting
Michigan
$53.9K
CFO
590
CVA Family Office
Colorado
$53.9K +$372 +5 +0.7%
PFBT
591
Parkside Financial Bank & Trust
Missouri
$52.8K +$223 +3 +0.4%
GGI
592
Godsey & Gibb Inc
Virginia
$52K
SAI
593
Systematic Alpha Investments
New Jersey
$52K +$52K +700 New
OLVIG
594
Oliver Lagore Vanvalin Investment Group
Michigan
$50.2K
CHC
595
City Holding Co
West Virginia
$49.9K
RAM
596
Riggs Asset Management
Pennsylvania
$49.4K
RDIA
597
RE Dickinson Investment Advisors
Iowa
$49K +$17.3K +361 +55%
CYG
598
Clean Yield Group
Vermont
$49K
FCT
599
First Community Trust
Iowa
$47.1K
FCB
600
First Command Bank
Texas
$46.7K