PFG icon

Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Market Value Shares Shares
Change
Shares
Change %
IG
776
ING Group
Netherlands
-3,208 Closed
CP
777
CenterBook Partners
Connecticut
-3,095 Closed
CAAM
778
Cornerstone Advisors Asset Management
Pennsylvania
-3,068 Closed
RAG
779
RIA Advisory Group
Iowa
-3,042 Closed
CCM
780
Community Capital Management
Florida
-3,000 Closed
GMA
781
Glassy Mountain Advisors
Maryland
-3,000 Closed
LA
782
Lane & Associates
New Jersey
-2,950 Closed
GAA
783
Global Assets Advisory
Florida
-2,945 Closed
CCA
784
Checchi Capital Advisers
California
-2,934 Closed
BCM
785
Brookstone Capital Management
Illinois
-2,817 Closed
LIM
786
Leavell Investment Management
Alabama
-2,730 Closed
SYBT
787
Stock Yards Bank & Trust
Kentucky
-2,716 Closed
TAM
788
Trust Asset Management
Texas
-2,673 Closed
MAS
789
Meeder Advisory Services
Ohio
-2,655 Closed
BJL
790
Brighton Jones LLC
Washington
-2,627 Closed
FNT
791
First National Trust
Pennsylvania
-2,606 Closed
CT
792
Chicago Trust
Illinois
-2,600 Closed
MNBTD
793
Moody National Bank Trust Division
Texas
-2,582 Closed
RIL
794
Rothschild Investment LLC
Illinois
-2,580 Closed
WB
795
WesBanco Bank
West Virginia
-2,557 Closed
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
-2,553 Closed
ATPW
797
Ashton Thomas Private Wealth
Arizona
-2,541 Closed
NSEDCP
798
NJ State Employees Deferred Compensation Plan
New Jersey
-2,500 Closed
SCI
799
S&CO Inc
Massachusetts
-2,500 Closed
VAG
800
VisionPoint Advisory Group
Texas
-2,462 Closed