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Principal Financial Group

794 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

13% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $18.7M

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

4% more funds holding

Funds holding: 765794 (+29)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 70.85%70.67% (-0.18%)

10% less capital invested

Capital invested by funds: $14.4B → $13B (-$1.41B)

Holders
794
Holders Change
+29
Holders Change %
+3.79%
% of All Funds
11.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
285
Reduced
254
Closed
55
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
251
UniSuper Management
Australia
$1.83M +$725K +8,926 +62%
APG Asset Management
252
APG Asset Management
Netherlands
$1.83M +$1.26M +15,500 +164%
DT
253
Diversified Trust
Tennessee
$1.82M +$57.7K +710 +3%
HF
254
HRT Financial
New York
$1.8M -$27.1M -334,120 -94%
LAM
255
LECAP Asset Management
United Kingdom
$1.8M -$1.02M -12,539 -35%
VPIM
256
Vanguard Personalized Indexing Management
California
$1.8M +$123K +1,509 +7%
Citadel Advisors
257
Citadel Advisors
Florida
$1.78M -$52.3M -644,135 -97%
SO
258
STRS Ohio
Ohio
$1.78M -$89.2K -1,098 -5%
MCM
259
MAI Capital Management
Ohio
$1.77M +$6.58K +81 +0.4%
NRD
260
Nebula Research & Development
New York
$1.77M +$1.83M +22,502 New
PAS
261
Point72 Asia (Singapore)
Singapore
$1.71M +$236K +2,904 +15%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$547K +6,735 +45%
QCM
263
QRG Capital Management
Illinois
$1.65M -$273K -3,365 -14%
WCBA
264
Weaver C. Barksdale & Associates
Tennessee
$1.64M -$26.1K -322 -2%
Handelsbanken Fonder
265
Handelsbanken Fonder
Sweden
$1.58M -$2.08M -25,567 -56%
GIBU
266
Gulf International Bank (UK)
United Kingdom
$1.57M
EMPI
267
Elo Mutual Pension Insurance
Finland
$1.56M -$149K -1,836 -8%
KPWS
268
Kestra Private Wealth Services
Texas
$1.56M +$286K +3,516 +21%
Federated Hermes
269
Federated Hermes
Pennsylvania
$1.52M +$111K +1,370 +8%
Bessemer Group
270
Bessemer Group
New Jersey
$1.51M -$10.1K -124 -0.6%
I
271
InceptionR
California
$1.51M +$1.57M +19,276 New
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$1.48M +$40.9K +504 +3%
SVWAG
273
Sound View Wealth Advisors Group
Georgia
$1.48M +$119K +1,465 +8%
Nordea Investment Management
274
Nordea Investment Management
Sweden
$1.45M +$91.5K +1,127 +7%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$24.4K -300 -2%