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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 %
SIS
676
Strategic Investment Solutions
Illinois
$14.9K +$14.9K +189 New
QL
677
Quarry LP
New York
$14.4K +$14.4K +183 New
NS
678
NBC Securities
Alabama
$14K
WIA
679
Wetzel Investment Advisors
Indiana
$14K +$14K +172 New
IRC
680
Investors Research Corp
Georgia
$13.6K +$3.7K +47 +37%
HGA
681
Hobbs Group Advisors
South Carolina
$13.5K +$13.5K +172 New
SAM
682
Smartleaf Asset Management
Massachusetts
$13.3K +$13.3K +168 New
CFD
683
Creative Financial Designs
Indiana
$13.1K
ZB
684
Zions Bancorporation
Utah
$13K
TFG
685
Team Financial Group
California
$12.8K +$235 +3 +2%
PWMG
686
Private Wealth Management Group
New Jersey
$12.7K +$12.7K +161 New
PCM
687
Peregrine Capital Management
Minnesota
$12.6K
TWC
688
TD Waterhouse Canada
Ontario, Canada
$11.9K
CBT
689
CoreFirst Bank & Trust
Kansas
$11.8K -$3.7K -47 -24%
HWA
690
Heritage Wealth Advisors
Virginia
$11.8K +$11.8K +150 New
LC
691
Lindbrook Capital
California
$11.6K
CAS
692
Coppell Advisory Solutions
Texas
$11.5K +$1.89K +24 +20%
BCMLT
693
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K
CFFP
694
Center for Financial Planning
Michigan
$11.3K
GKIM
695
GW&K Investment Management
Massachusetts
$10K +$2.21K +27 +28%
RFG
696
RFP Financial Group
Georgia
$9.91K
Jones Financial Companies
697
Jones Financial Companies
Missouri
$9.76K
MFG
698
Mendota Financial Group
Wisconsin
$9.28K
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$9.21K
S
700
Sachetta
Massachusetts
$9.05K +$9.05K +115 New