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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 %
BL
576
BFSG LLC
California
$69.2K +$69.2K +880 New
AFWM
577
Abich Financial Wealth Management
Virginia
$65.6K +$65.6K +834 New
JFGIW
578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.3K
MFA
579
McClarren Financial Advisors
Pennsylvania
$62K +$1.1K +14 +2%
OP
580
ORG Partners
Indiana
$61.7K +$236 +3 +0.4%
T
581
TOBAM
France
$59K -$113K -1,424 -66%
VNA
582
Valley National Advisers
Pennsylvania
$59K +$15.6K +200 +36%
CA
583
Clearstead Advisors
Ohio
$57.9K -$55.2K -702 -49%
SC
584
Stephens Consulting
Michigan
$57K
AA
585
Ancora Advisors
Ohio
$56.6K +$49.5K +629 +699%
Capstone Investment Advisors
586
Capstone Investment Advisors
New York
$55.4K +$55.4K +704 New
EWA
587
EverSource Wealth Advisors
Alabama
$55.2K +$3.86K +49 +8%
SAI
588
Systematic Alpha Investments
New Jersey
$55.1K
GGI
589
Godsey & Gibb Inc
Virginia
$55.1K
FBC
590
Fairfield, Bush & Co
Connecticut
$55.1K +$55.1K +700 New
OLVIG
591
Oliver Lagore Vanvalin Investment Group
Michigan
$53.2K
TFA
592
Transamerica Financial Advisors
Florida
$53K +$39.4K +498 +290%
FCA
593
FinTrust Capital Advisors
South Carolina
$52.3K
CYG
594
Clean Yield Group
Vermont
$51.8K
CHC
595
City Holding Co
West Virginia
$51.4K
GI
596
Gradient Investments
Minnesota
$50.6K -$9.99K -127 -16%
HFM
597
Harvest Fund Management
China
$50K
FCAS
598
First Command Advisory Services
Texas
$49.4K
VWM
599
Venturi Wealth Management
Texas
$48.4K +$7.08K +90 +17%
PFBT
600
Parkside Financial Bank & Trust
Missouri
$47.4K -$5.59K -71 -11%