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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 %
FCFS
601
First Command Financial Services
Texas
$46.7K
EWA
602
EverSource Wealth Advisors
Alabama
$46.7K +$4.01K +54 +9%
C
603
Covestor
United Kingdom
$45K +$2.66K +36 +6%
HCP
604
Hexagon Capital Partners
Arkansas
$44.9K -$9.51K -128 -17%
AIP
605
Ahrens Investment Partners
Louisiana
$44.6K +$44.6K +600 New
HBW
606
Hazlett, Burt & Watson
West Virginia
$43K
SIA
607
Sit Investment Associates
Minnesota
$43K
PO
608
Private Ocean
California
$41.2K
SV
609
Stilwell Value
New York
$40.7K
AIM
610
Anchor Investment Management
South Carolina
$38.2K
SWA
611
Sutton Wealth Advisors
Florida
$38.1K -$3.94K -53 -9%
TC
612
Truvestments Capital
Florida
$37.2K
AAP
613
Arax Advisory Partners
Colorado
$36.9K
GFPC
614
Global Financial Private Client
Florida
$36.8K
GWS
615
Glassman Wealth Services
Virginia
$35.8K +$1.26K +17 +4%
LF
616
Lee Financial
Texas
$35.7K -$3.2K -43 -8%
PI
617
PEAK6 Investments
Illinois
$35.7K +$35.7K +480 New
AWM
618
Avior Wealth Management
Nebraska
$34.9K +$15.3K +206 +78%
AT
619
Avalon Trust
New Mexico
$34.6K +$34.6K +465 New
PAG
620
Paladin Advisory Group
Iowa
$33.4K +$33.4K +449 New
ADL
621
Asset Dedication LLC
California
$33K +$8.23K +113 +33%
SSG
622
Summit Securities Group
New York
$33K +$16.2K +220 +96%
VWM
623
Venturi Wealth Management
Texas
$32.4K +$32.4K +436 New
BWAM
624
Boyd Watterson Asset Management
Ohio
$30.8K
WWP
625
WR Wealth Planners
Missouri
$30.5K +$297 +4 +1%