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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 %
RDFA
676
Ritter Daniher Financial Advisory
Ohio
$8.43K 117 -27 -19%
EARNEST Partners
677
EARNEST Partners
Georgia
$8.36K 116
SFG
678
Steward Financial Group
Texas
$8K 123 -237 -66%
MFT
679
Moisand Fitzgerald Tamayo
Florida
$7.93K 110
PBK
680
Peoples Bank (Kansas)
Kansas
$7.93K 110 +110 New
KHC
681
Koesten Hirschmann & Crabtree
Kansas
$7.42K 103
BCA
682
Bray Capital Advisors
Florida
$7.28K 101
AP
683
Atwood & Palmer
Missouri
$7.21K 100 -202 -67%
CPG
684
Cornerstone Planning Group
New Jersey
$7.21K 100
CWM
685
CarsonAllaria Wealth Management
Illinois
$7.21K 100 +100 New
GKIM
686
GW&K Investment Management
Massachusetts
$7K 95 +3 +3%
AA
687
Ancora Advisors
Ohio
$6.49K 90
POIA
688
Pin Oak Investment Advisors
Texas
$6K 78
ME
689
McIlrath & Eck
Washington
$5.12K 71
GC
690
Globeflex Capital
California
$4.54K 63
NIC
691
Northwest Investment Counselors
Oregon
$3.6K 50 +50 New
SIC
692
SJS Investment Consulting
Ohio
$3.1K 43 +2 +5%
PWMG
693
Prestige Wealth Management Group
New Jersey
$3.03K 42 +8 +24%
SIA
694
SkyView Investment Advisors
New Jersey
$3K 35
AWM
695
Abound Wealth Management
Tennessee
$2.96K 41 -10 -20%
GWM
696
Guardian Wealth Management
Illinois
$2.93K 41 +1 +3%
VCM
697
Versant Capital Management
Arizona
$2.67K 37
SWA
698
SOA Wealth Advisors
New York
$2.53K 35
TFM
699
TFC Financial Management
Massachusetts
$2.32K 32
AFG
700
Albion Financial Group
Utah
$2.31K 32 +32 New