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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 %
ST
651
Smithfield Trust
Pennsylvania
$14K 190
CCP
652
Carmel Capital Partners
California
$13.5K 187 +187 New
TFA
653
Transamerica Financial Advisors
Florida
$13K 172 +171 +17,100%
NS
654
NBC Securities
Alabama
$13K 190 +190 New
Fuller & Thaler Asset Management
655
Fuller & Thaler Asset Management
California
$12.1K 168
BCMLT
656
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K 159
CFD
657
Creative Financial Designs
Indiana
$12K 166
ZB
658
Zions Bancorporation
Utah
$11.9K 165 -1 -0.6%
PCM
659
Peregrine Capital Management
Minnesota
$11.5K 160
TFG
660
Team Financial Group
California
$11.5K 160 +160 New
First Manhattan
661
First Manhattan
New York
$11.4K 158
PPC
662
Park Place Capital
Alabama
$11K 152 +9 +6%
TWC
663
TD Waterhouse Canada
Ontario, Canada
$10.8K 112 +112 New
LC
664
Lindbrook Capital
California
$10.7K 148 -11 -7%
SWM
665
Spire Wealth Management
Virginia
$10.7K 148
BAAM
666
Baker Avenue Asset Management
California
$10.6K 147 +29 +25%
CFFP
667
Center for Financial Planning
Michigan
$10.4K 144
CAS
668
Coppell Advisory Solutions
Texas
$10.2K 122
IRC
669
Investors Research Corp
Georgia
$9.08K 126
RFG
670
RFP Financial Group
Georgia
$9.08K 126
Jones Financial Companies
671
Jones Financial Companies
Missouri
$8.94K 124
KI
672
Kapitalo Investimentos
Brazil
$8.87K 123 +123 New
SL
673
Salomon & Ludwin
Virginia
$8.58K 119 +119 New
MFG
674
Mendota Financial Group
Wisconsin
$8.51K 118
EBA
675
Eagle Bay Advisors
New York
$8.5K 118 +22 +23%