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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 %
BFEC
626
Benjamin F. Edwards & Company
Missouri
$26K 364 -415 -53%
SWA
627
Sutton Wealth Advisors
Florida
$24.8K 344 -169 -33%
PCA
628
Providence Capital Advisors
North Carolina
$23.1K 320
FP
629
Financial Perspectives
Minnesota
$22.6K 314 +76 +32%
BBHC
630
Brown Brothers Harriman & Co
New York
$22.4K 311 +34 +12%
HWM
631
HighMark Wealth Management
Minnesota
$22.3K 310
TSW
632
Thompson Siegel & Walmsley
Virginia
$22K 300
OSNBOA
633
Old Second National Bank of Aurora
Illinois
$21.6K 300
BWL
634
Bogart Wealth LLC
Virginia
$21.6K 300
HF
635
Halpern Financial
Virginia
$21.3K 296
FPF
636
First Pacific Financial
Washington
$21.3K 295
PK
637
Pflug Koory
Nebraska
$20.5K 285
TWM
638
Tradition Wealth Management
Minnesota
$20K 281 +2 +0.7%
HRC
639
Hoertkorn Richard Charles
$19.6K 272
IFAM
640
Institutional & Family Asset Management
Colorado
$18.7K 259 -3 -1%
DJSG
641
D.J. St. Germain
Massachusetts
$17.2K 239
Lazard Asset Management
642
Lazard Asset Management
New York
$17K 240
CSWM
643
Cassady Schiller Wealth Management
Ohio
$16.2K 225
LFA
644
Level Financial Advisors
New York
$15.9K 220
KFI
645
Key Financial Inc
Pennsylvania
$15.8K 219
PTC
646
Private Trust Company
Ohio
$15.6K 217
SA
647
SRH Advisors
Kansas
$15.2K 211
CBT
648
CoreFirst Bank & Trust
Kansas
$14.2K 197
FFA
649
Farther Finance Advisors
California
$14.1K 196 +83 +73%
ST
650
Smithfield Trust
Pennsylvania
$14K 190