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Principal Financial Group

789 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, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
376
TownSquare Capital
Utah
$611K +$21.5K +274 +4%
TSS
377
Two Sigma Securities
New York
$608K +$608K +7,745 New
EF
378
Empirical Finance
Pennsylvania
$607K -$59.1K -753 -9%
NB
379
Norinchukin Bank
Japan
$603K +$3.53K +45 +0.6%
NC
380
nVerses Capital
Florida
$596K +$596K +7,600 New
CI
381
Conning Inc
Connecticut
$592K -$1.7M -21,721 -74%
VWM
382
Vivid Wealth Management
Iowa
$591K +$78 +1 +0%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$579K -$15.2K -194 -3%
SRL
384
Scientech Research LLC
New Jersey
$578K +$578K +7,374 New
UCFA
385
United Capital Financial Advisors
Texas
$575K -$22.3K -284 -4%
SCM
386
Steele Capital Management
Iowa
$574K -$13.5K -172 -2%
OFG
387
OmniStar Financial Group
North Carolina
$570K -$9.1K -116 -2%
GC
388
Gilbert & Cook
Iowa
$566K -$549 -7 -0.1%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565K +$136K +1,731 +32%
HIM
390
Hillsdale Investment Management
Ontario, Canada
$562K
CAM
391
Carret Asset Management
New York
$561K
MAG
392
Mokosak Advisory Group
Iowa
$561K
TPA
393
Trivium Point Advisory
Connecticut
$554K +$12.9K +165 +2%
KRSITF
394
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$546K -$22.2K -283 -4%
VA
395
Vident Advisory
Georgia
$545K -$51K -650 -9%
NIM
396
NEOS Investment Management
Connecticut
$544K +$156K +1,992 +40%
AAS
397
Avantax Advisory Services
Texas
$540K +$540K +6,889 New
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$538K -$7.61K -97 -1%
GT
399
Greenleaf Trust
Michigan
$534K +$20.4K +260 +4%
PAM
400
Palisade Asset Management
Minnesota
$533K