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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 %
SIM
801
Sentry Investment Management
Wisconsin
-$93K -1,291 Closed
BF
802
BOK Financial
Oklahoma
-$75.8K -1,120 Closed
Optiver Holding
803
Optiver Holding
Netherlands
-$78.6K -1,090 Closed
FAM
804
Flaharty Asset Management
Florida
-$43.9K -609 Closed
AWA
805
Authentikos Wealth Advisory
California
-$41K -569 Closed
WWP
806
WR Wealth Planners
Missouri
-$29.8K -414 Closed
AS
807
AM Squared
Hong Kong
-$28.8K -400 Closed
RTC
808
Riverview Trust Company
Washington
-$28.5K -396 Closed
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
-$28K -389 Closed
LFA
810
Level Financial Advisors
New York
-$15.9K -220 Closed
CCP
811
Carmel Capital Partners
California
-$13.5K -187 Closed
First Manhattan
812
First Manhattan
New York
-$11.4K -158 Closed
BAAM
813
Baker Avenue Asset Management
California
-$10.6K -147 Closed
KI
814
Kapitalo Investimentos
Brazil
-$8.87K -123 Closed
EARNEST Partners
815
EARNEST Partners
Georgia
-$8.36K -116 Closed
CWM
816
CarsonAllaria Wealth Management
Illinois
-$7.21K -100 Closed
NIC
817
Northwest Investment Counselors
Oregon
-$3.6K -50 Closed
SIA
818
SkyView Investment Advisors
New Jersey
-$3K -35 Closed
AFG
819
Albion Financial Group
Utah
-$2.31K -32 Closed
BG
820
Bollard Group
Massachusetts
-$1K -15 Closed
PCTC
821
Perkins Coie Trust Company
Washington
-$576 -8 Closed
AGWCA
822
Annis Gardner Whiting Capital Advisors
Florida
-$73 -1 Closed