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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 %
CC
751
Commons Capital
Massachusetts
-2,754 Closed
SFG
752
Sather Financial Group
Texas
-2,754 Closed
OFG
753
Oxford Financial Group
Indiana
-2,751 Closed
SPC
754
Sigma Planning Corp
Michigan
-2,744 Closed
PA
755
Profund Advisors
Maryland
-2,702 Closed
BJL
756
Brighton Jones LLC
Washington
-2,701 Closed
TAM
757
Trust Asset Management
Texas
-2,678 Closed
WP
758
WealthPLAN Partners
Nebraska
-1,969 Closed
SOW
759
State of Wyoming
Wyoming
-1,606 Closed
CFO
760
CVA Family Office
Colorado
-750 Closed
FBC
761
Fairfield, Bush & Co
Connecticut
-700 Closed
ODG
762
O'Dell Group
Ohio
-609 Closed
AT
763
Avalon Trust
New Mexico
-465 Closed
FA
764
Fiduciary Alliance
South Carolina
-457 Closed
IGWM
765
ICA Group Wealth Management
Colorado
-400 Closed
SSG
766
Summit Securities Group
New York
-296 Closed
BC
767
Belmont Capital
California
-198 Closed
MCI
768
MRP Capital Investments
Georgia
-150 Closed
HPC
769
HM Payson & Co
Maine
-128 Closed
SC
770
SouthState Corp
Florida
-114 Closed
TFP
771
Tilia Fiduciary Partners
North Carolina
-108 Closed
HC
772
Hoese & Co
Minnesota
-100 Closed
RI
773
Ridgewood Investments
New Jersey
-96 Closed
CHA
774
Carmichael Hill & Associates
Maryland
-87 Closed
GBT
775
Grove Bank & Trust
Florida
-80 Closed