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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 %
GWM
601
Geneos Wealth Management
Colorado
$87.9K -$344K -4,100 -80%
PTC
602
Private Trust Company
Ohio
$85K
DSC
603
Duncker Streett & Co
Missouri
$84.8K
M
604
MOTCO
Texas
$83.4K
TFS
605
TrustCore Financial Services
Tennessee
$81.5K
MCM
606
Manchester Capital Management
Vermont
$80.6K
TPCW
607
TD Private Client Wealth
New York
$80.5K +$42.3K +504 +111%
FFC
608
First Financial Corp
Indiana
$80.1K
PB
609
Pinnacle Bancorp
Nebraska
$80K
CDIA
610
Capital Directions Investment Advisors
Georgia
$79.5K +$79.5K +947 New
GI
611
Gradient Investments
Minnesota
$79.3K +$50.9K +606 +179%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$78.7K +$78.7K +938 New
ONST
613
Old North State Trust
North Carolina
$77K +$77K +922 New
LFA
614
Level Financial Advisors
New York
$73K
DGAM
615
Desjardins Global Asset Management
Quebec, Canada
$68K -$1.66K -20 -2%
PMFA
616
Plante Moran Financial Advisors
Michigan
$66.7K +$16.8K +200 +34%
T
617
TOBAM
France
$66K -$43.9K -521 -40%
BC
618
Burleson & Co
California
$65.9K
MFA
619
McClarren Financial Advisors
Pennsylvania
$64K +$503 +6 +0.8%
DMBA
620
Deseret Mutual Benefit Administrators
Utah
$62.9K -$59.4K -708 -49%
HCP
621
Hexagon Capital Partners
Arkansas
$61.4K +$2.27K +27 +4%
SC
622
Stephens Consulting
Michigan
$60.8K
DFCM
623
Dark Forest Capital Management
Puerto Rico
$60.8K +$60.8K +725 New
CFO
624
CVA Family Office
Colorado
$60.4K +$3.36K +40 +6%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$59.4K +$3.94K +47 +7%