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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 %
CA
576
Clearstead Advisors
Ohio
$54.5K 719 +619 +619%
GGI
577
Godsey & Gibb Inc
Virginia
$53.1K 700
SAI
578
Systematic Alpha Investments
New Jersey
$53.1K 700
FBC
579
Fairfield, Bush & Co
Connecticut
$53.1K 700 +700 New
PMFA
580
Plante Moran Financial Advisors
Michigan
$52.6K 694 -101 -13%
OLVIG
581
Oliver Lagore Vanvalin Investment Group
Michigan
$51.3K 676
PFBT
582
Parkside Financial Bank & Trust
Missouri
$51.1K 674 -37 -5%
RDIA
583
RE Dickinson Investment Advisors
Iowa
$51K 668 -355 -35%
RAM
584
Riggs Asset Management
Pennsylvania
$50.4K 665
CYG
585
Clean Yield Group
Vermont
$50K 659
CHC
586
City Holding Co
West Virginia
$49.5K 653 -19 -3%
FCB
587
First Command Bank
Texas
$47.6K 628
FCFS
588
First Command Financial Services
Texas
$47.6K 628
EWA
589
EverSource Wealth Advisors
Alabama
$47.6K 628
ODG
590
O'Dell Group
Ohio
$46.2K 609 +609 New
HBW
591
Hazlett, Burt & Watson
West Virginia
$44K 583
SIA
592
Sit Investment Associates
Minnesota
$44K 575
HCP
593
Hexagon Capital Partners
Arkansas
$42.1K 555 -49 -8%
PO
594
Private Ocean
California
$42K 554
BTI
595
Blue Trust Inc
Georgia
$42K 563 -156 -22%
SV
596
Stilwell Value
New York
$41.5K 547
LS
597
Livforsakringsbolaget Skandia
Sweden
$41K 541 -25,500 -98%
AIM
598
Anchor Investment Management
South Carolina
$39K 514
SWA
599
Sutton Wealth Advisors
Florida
$38.9K 513
GFPC
600
Global Financial Private Client
Florida
$38.3K 500