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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 %
SWM
801
SeaCrest Wealth Management
New York
-2,453 Closed
IWN
802
Independent Wealth Network
Iowa
-2,423 Closed
HAIM
803
Hunter Associates Investment Management
Pennsylvania
-2,411 Closed
WPC
804
Wedmont Private Capital
Pennsylvania
-2,392 Closed
TF
805
Tompkins Financial
New York
-2,080 Closed
SIM
806
Sentry Investment Management
Wisconsin
-1,557 Closed
AWM
807
Ameliora Wealth Management
Switzerland
-1,199 Closed
MCC
808
Money Concepts Capital
Florida
-1,169 Closed
DFCM
809
Dark Forest Capital Management
Puerto Rico
-725 Closed
DCM
810
Dupont Capital Management
Delaware
-599 Closed
CWA
811
Clearview Wealth Advisors
Oregon
-513 Closed
PMEF
812
Point72 Middle East FZE
United Arab Emirates
-468 Closed
FA
813
Fiduciary Alliance
South Carolina
-457 Closed
HMS
814
Hanseatic Management Services
New Mexico
-411 Closed
3IP
815
3Chopt Investment Partners
Virginia
-387 Closed
MWM
816
MinichMacGregor Wealth Management
New York
-300 Closed
ZIG
817
Zullo Investment Group
Pennsylvania
-235 Closed
USCWA
818
U.S. Capital Wealth Advisors
Texas
-192 Closed
CASC
819
Coppell Advisory Solutions Corp
Texas
-122 Closed
CAS
820
Coppell Advisory Solutions
Texas
-122 Closed
AWM
821
Accurate Wealth Management
Florida
-121 Closed
ARS
822
Adirondack Retirement Specialists
New York
-100 Closed
CA
823
Crewe Advisors
Utah
-91 Closed
PPWM
824
PFG Private Wealth Management
Florida
-56 Closed
PWS
825
Paragon Wealth Strategies
Florida
-53 Closed