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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 %
RDIA
651
RE Dickinson Investment Advisors
Iowa
$24K +$2.2K +68 +10%
FFO
652
Fortitude Family Office
Arizona
$23.9K +$23.9K +304 New
OSNBOA
653
Old Second National Bank of Aurora
Illinois
$23.6K
IGWM
654
ICA Group Wealth Management
Colorado
$23.6K +$23.6K +300 New
HF
655
Halpern Financial
Virginia
$23.3K
ATC
656
Advantage Trust Company
Kansas
$23.1K +$23.1K +293 New
TWM
657
Tradition Wealth Management
Minnesota
$23K +$790 +10 +4%
BBHC
658
Brown Brothers Harriman & Co
New York
$22.7K -$1.73K -22 -7%
PK
659
Pflug Koory
Nebraska
$22.4K
NSIM
660
North Star Investment Management
Illinois
$21.8K +$20.8K +265 +2,208%
HRC
661
Hoertkorn Richard Charles
$21.4K
IFAM
662
Institutional & Family Asset Management
Colorado
$20.4K
RIM
663
Rockbridge Investment Management
New York
$20.3K +$20.3K +258 New
PTC
664
Private Trust Company
Ohio
$19.7K +$2.6K +33 +15%
Lazard Asset Management
665
Lazard Asset Management
New York
$19K +$463 +6 +3%
GIA
666
GHP Investment Advisors
Colorado
$17.8K -$12.4K -158 -41%
CSWM
667
Cassady Schiller Wealth Management
Ohio
$17.7K
SIC
668
Salem Investment Counselors
North Carolina
$17.5K +$17.5K +223 New
BGAI
669
Bruce G. Allen Investments
Colorado
$17.4K +$17.4K +221 New
KFI
670
Key Financial Inc
Pennsylvania
$17.2K
SA
671
SRH Advisors
Kansas
$16.6K
TVAMP
672
Tennessee Valley Asset Management Partners
Tennessee
$16K +$16K +204 New
FMP
673
Financial Management Professionals
Texas
$16K
BWM
674
BKM Wealth Management
Wisconsin
$15.7K +$15.7K +200 New
ST
675
Smithfield Trust
Pennsylvania
$15K