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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 %
BWM
701
Baystate Wealth Management
Massachusetts
$2.18K 30 +30 New
CWC
702
Carolinas Wealth Consulting
North Carolina
$1.96K 29
GWSA
703
Global Wealth Strategies & Associates
Colorado
$1.44K 20
WPA
704
West Paces Advisors
Georgia
$1.37K 19
TAM
705
Tucker Asset Management
Colorado
$1.3K 18
LFG
706
Larson Financial Group
Missouri
$1.25K 17 +5 +42%
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$1.08K 15
BG
708
Bollard Group
Massachusetts
$1K 15
NSIM
709
North Star Investment Management
Illinois
$865 12
ECM
710
Everence Capital Management
Indiana
$654 9,080 +4,550 +100%
CTWM
711
Cherry Tree Wealth Management
Minnesota
$577 8
PCTC
712
Perkins Coie Trust Company
Washington
$576 8 +8 New
TWP
713
TFO Wealth Partners
Ohio
$455 6
MHR
714
Matthew Hamilton Rosenberg
$432 6
JWM
715
Janiczek Wealth Management
Colorado
$289 4
AGWCA
716
Annis Gardner Whiting Capital Advisors
Florida
$73 1 +1 New
NW
717
NewEdge Wealth
Pennsylvania
-159,029 Closed
BC
718
Brookfield Corp
Ontario, Canada
-143,245 Closed
Connor, Clark & Lunn Investment Management (CC&L)
719
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-83,683 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
720
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-45,000 Closed
IMCOOI
721
Investment Management Corp of Ontario (IMCO)
Canada
-31,607 Closed
VIA
722
Vident Investment Advisory
Georgia
-28,069 Closed
CM
723
Crestline Management
Texas
-20,000 Closed
EP
724
Edgestream Partners
New Jersey
-14,936 Closed
PL
725
Polianta Ltd
Jersey
-14,000 Closed