We are live on ! Find out more
PFG icon

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
Mirae Asset Global Investments
301
Mirae Asset Global Investments
South Korea
$1.12M -$5.52M -67,927 -83%
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$1.08M -$33K -406 -3%
DADC
303
D.A. Davidson & Co
Montana
$1.06M +$125K +1,539 +13%
MF
304
Magnetar Financial
Illinois
$1.06M +$1.1M +13,556 New
AQR Capital Management
305
AQR Capital Management
Connecticut
$1.06M +$487K +6,001 +81%
HighTower Advisors
306
HighTower Advisors
Illinois
$1.04M -$238K -2,925 -18%
SC
307
Savant Capital
Illinois
$999K -$40.9K -504 -4%
BOSSRA
308
B.O.S.S. Retirement Advisors
Utah
$993K -$356K -4,378 -26%
FG
309
Foster Group
Iowa
$990K +$17.1K +210 +2%
M&T Bank
310
M&T Bank
New York
$989K -$66.8K -822 -6%
SAM
311
Securian Asset Management
Minnesota
$973K -$41.7K -514 -4%
Walleye Trading
312
Walleye Trading
New York
$971K +$252K +3,098 +33%
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$957K -$48.7K -600 -5%
MGP
314
M&G plc
United Kingdom
$939K +$978K +12,041 New
GT
315
Glenmede Trust
Pennsylvania
$919K -$27K -332 -3%
AG
316
Ascent Group
Virginia
$917K -$160K -1,965 -14%
PPWP
317
Proquility Private Wealth Partners
Nevada
$906K +$13.1K +161 +1%
TCM
318
Teza Capital Management
Illinois
$899K +$931K +11,461 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$885K +$62K +763 +7%
HFM
320
Hartford Funds Management
Pennsylvania
$877K +$95.4K +1,175 +12%
SDIC
321
South Dakota Investment Council
South Dakota
$872K -$1.3K -16 -0.1%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$867K
MWM
323
Modern Wealth Management
Kansas
$863K +$102K +1,254 +13%
BP
324
BBR Partners
New York
$863K
PEA
325
Park Edge Advisors
Ohio
$854K