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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 %
BIA
626
Bell Investment Advisors
California
$35.3K +$551 +7 +2%
NFSG
627
Newbridge Financial Services Group
Florida
$32.9K +$32.9K +418 New
BLC
628
Brown, Lisle/Cummings
Rhode Island
$32.7K
BWAM
629
Boyd Watterson Asset Management
Ohio
$32.6K
NICM
630
Neo Ivy Capital Management
New York
$32K -$1.03M -12,926 -97%
GWSG
631
GPS Wealth Strategies Group
Colorado
$31.8K
EC
632
EdgeRock Capital
Colorado
$31.5K +$31.5K +403 New
WAM
633
WFA Asset Management
Wisconsin
$31.2K +$472 +6 +2%
PCMC
634
Planning Capital Management Corporation
Pennsylvania
$31.2K +$31.2K +396 New
MWA
635
Miller Wealth Advisors
Colorado
$31.2K
MA
636
MCF Advisors
Kentucky
$31K
AFS
637
Annapolis Financial Services
Maryland
$29.8K
DWMG
638
DB Wealth Management Group
California
$29.7K
RAM
639
Riggs Asset Management
Pennsylvania
$29.3K
SWM
640
Spire Wealth Management
Virginia
$29.2K +$17.6K +225 +152%
TFA
641
Toth Financial Advisory
Virginia
$28.7K
SWM
642
Sugarloaf Wealth Management
Georgia
$28.6K
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$26.9K -$5.51K -70 -17%
FHA
644
First Horizon Advisors
Tennessee
$26.9K -$8.34K -106 -24%
PCA
645
Providence Capital Advisors
North Carolina
$25.2K
FP
646
Financial Perspectives
Minnesota
$24.7K
HWM
647
HighMark Wealth Management
Minnesota
$24.4K
BWL
648
Bogart Wealth LLC
Virginia
$24.2K +$629 +8 +3%
CFB
649
Cullen/Frost Bankers
Texas
$24.1K -$23.9K -304 -50%
TSW
650
Thompson Siegel & Walmsley
Virginia
$24K