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Principal Financial Group

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M
Name Market Value Shares Shares
Change
Shares
Change %
LFA
651
Level Financial Advisors
New York
$16.7K 220 -647 -75%
KFI
652
Key Financial Inc
Pennsylvania
$16.6K 219
PTC
653
Private Trust Company
Ohio
$16.5K 217 -800 -79%
SA
654
SRH Advisors
Kansas
$15.7K 211
BC
655
Belmont Capital
California
$15K 198
FMP
656
Financial Management Professionals
Texas
$15K 199
CBT
657
CoreFirst Bank & Trust
Kansas
$14.9K 197
ST
658
Smithfield Trust
Pennsylvania
$14K 190
BWA
659
BDO Wealth Advisors
Florida
$12.9K 170 +70 +70%
Fuller & Thaler Asset Management
660
Fuller & Thaler Asset Management
California
$12.7K 168
CFD
661
Creative Financial Designs
Indiana
$12.6K 166
ZB
662
Zions Bancorporation
Utah
$12.6K 166 +31 +23%
GIA
663
GHP Investment Advisors
Colorado
$12.3K 158
PCM
664
Peregrine Capital Management
Minnesota
$12.1K 160
LC
665
Lindbrook Capital
California
$12.1K 159
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K 159
First Manhattan
667
First Manhattan
New York
$12K 158 -98 -38%
MCI
668
MRP Capital Investments
Georgia
$11.4K 150 +150 New
SWM
669
Spire Wealth Management
Virginia
$11.2K 148 -64 -30%
RDFA
670
Ritter Daniher Financial Advisory
Ohio
$10.9K 144
CFFP
671
Center for Financial Planning
Michigan
$10.9K 144 +44 +44%
PPC
672
Park Place Capital
Alabama
$10.8K 143 -22 -13%
HPC
673
HM Payson & Co
Maine
$9.71K 128 +128 New
FCAG
674
First Capital Advisors Group
New Jersey
$9.63K 127 +127 New
IRC
675
Investors Research Corp
Georgia
$9.56K 126