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Principal Financial Group

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
376
Empirical Wealth Management
Washington
$567K
PI
377
PineBridge Investments
New York
$567K +$233K +2,710 +70%
ISB
378
Iowa State Bank
Iowa
$566K -$12.5K -145 -2%
FFA
379
Farther Finance Advisors
California
$566K +$22.3K +259 +4%
RBC
380
Romano Brothers & Co
Illinois
$557K
FTDI
381
First Trust Direct Indexing
Massachusetts
$557K +$13.7K +159 +3%
FFM
382
Forum Financial Management
Illinois
$554K +$1.03K +12 +0.2%
CIA
383
Capital Investment Advisors
Georgia
$552K -$258 -3 -0%
GC
384
Guggenheim Capital
Illinois
$552K -$292K -3,394 -35%
VA
385
Vident Advisory
Georgia
$550K -$46K -536 -8%
RFC
386
Regions Financial Corp
Alabama
$547K +$9.88K +115 +2%
PCIA
387
Prime Capital Investment Advisors
Kansas
$546K +$12.2K +142 +2%
KRSITF
388
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$542K -$55.6K -647 -9%
HNB
389
Hilltop National Bank
Wyoming
$541K
DM
390
Deerfield Management
New York
$538K +$538K +6,268 New
VVP
391
Venture Visionary Partners
Ohio
$538K +$172 +2 +0%
UB
392
UMB Bank
Missouri
$536K -$201K -2,338 -27%
JCM
393
Jacobi Capital Management
Pennsylvania
$531K +$80.1K +932 +18%
HH
394
Hilltop Holdings
Texas
$526K +$687 +8 +0.1%
Fuller & Thaler Asset Management
395
Fuller & Thaler Asset Management
California
$519K +$151K +1,755 +41%
PIM
396
Plato Investment Management
Australia
$514K
UCFA
397
United Capital Financial Advisors
Texas
$512K -$118K -1,369 -19%
CCM
398
Coldstream Capital Management
Washington
$512K +$30.7K +357 +6%
MFG
399
Merit Financial Group
Georgia
$508K -$62.4K -726 -11%
Fidelity International
400
Fidelity International
Bermuda
$504K +$504K +5,873 New