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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 %
VSQM
401
V-Square Quantitative Management
Illinois
$530K +$41K +522 +8%
ISB
402
Iowa State Bank
Iowa
$529K -$96.7K -1,233 -15%
ET
403
Entropy Technologies
New York
$524K +$524K +6,674 New
Vontobel Holding
404
Vontobel Holding
Switzerland
$521K -$24.1K -307 -4%
MFG
405
Merit Financial Group
Georgia
$521K -$21.9K -279 -4%
EWM
406
Empirical Wealth Management
Washington
$518K -$70.8K -903 -12%
RBC
407
Romano Brothers & Co
Illinois
$509K
SAM
408
Sompo Asset Management
Japan
$507K +$35.3K +450 +7%
FFM
409
Forum Financial Management
Illinois
$505K -$35K -446 -6%
CIA
410
Capital Investment Advisors
Georgia
$504K +$49.1K +626 +11%
QCM
411
Qsemble Capital Management
New York
$499K -$930K -11,853 -65%
FTDI
412
First Trust Direct Indexing
Massachusetts
$496K +$93.7K +1,194 +23%
HNB
413
Hilltop National Bank
Wyoming
$494K
FFA
414
Farther Finance Advisors
California
$493K +$10.5K +135 +2%
PPWP
415
Premier Path Wealth Partners
New Jersey
$493K -$5.81K -74 -1%
IC
416
IEQ Capital
California
$492K +$70.1K +894 +17%
VVP
417
Venture Visionary Partners
Ohio
$491K +$157 +2 +0%
RFC
418
Regions Financial Corp
Alabama
$490K +$1.18K +15 +0.2%
CG
419
Caprock Group
Idaho
$488K +$82.5K +1,051 +20%
PCIA
420
Prime Capital Investment Advisors
Kansas
$488K -$48.3K -616 -9%
IPW
421
Impact Partnership Wealth
Georgia
$482K +$482K +6,144 New
HH
422
Hilltop Holdings
Texas
$480K +$784 +10 +0.2%
TMAM
423
Tokio Marine Asset Management
Japan
$479K
PIM
424
Plato Investment Management
Australia
$470K
GPW
425
Gentry Private Wealth
Kansas
$456K +$456K +5,814 New