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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 %
OLVIG
576
Oliver Lagore Vanvalin Investment Group
Michigan
$48.7K 676
PFBT
577
Parkside Financial Bank & Trust
Missouri
$48.6K 674
FCA
578
FinTrust Capital Advisors
South Carolina
$47.9K 665 -537 -45%
EWA
579
EverSource Wealth Advisors
Alabama
$47.1K 653 +25 +4%
CHC
580
City Holding Co
West Virginia
$47.1K 653
WAS
581
Winch Advisory Services
Wisconsin
$47K 654 -144 -18%
CYG
582
Clean Yield Group
Vermont
$46.6K 659
FCAS
583
First Command Advisory Services
Texas
$45.3K 628 +628 New
PMFA
584
Plante Moran Financial Advisors
Michigan
$44.9K 623 -71 -10%
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$44.8K 621 -129 -17%
CFB
586
Cullen/Frost Bankers
Texas
$44K 610 -681 -53%
FAM
587
Flaharty Asset Management
Florida
$43.9K 609 +609 New
HBW
588
Hazlett, Burt & Watson
West Virginia
$42K 583
HCP
589
Hexagon Capital Partners
Arkansas
$41.4K 574 +19 +3%
AWA
590
Authentikos Wealth Advisory
California
$41K 569 +569 New
SIA
591
Sit Investment Associates
Minnesota
$41K 575
VNA
592
Valley National Advisers
Pennsylvania
$40K 556 +250 +82%
PO
593
Private Ocean
California
$39.9K 554
SV
594
Stilwell Value
New York
$39.4K 547
LS
595
Livforsakringsbolaget Skandia
Sweden
$39K 541
VWM
596
Venturi Wealth Management
Texas
$37.8K 525 +85 +19%
AIM
597
Anchor Investment Management
South Carolina
$37K 514
AAP
598
Arax Advisory Partners
Colorado
$36.7K 509 +8 +2%
TC
599
Truvestments Capital
Florida
$36K 500
M
600
MOTCO
Texas
$35.6K 494