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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 %
AC
401
AXQ Capital
New Jersey
$500K +$500K +5,816 New
GPW
402
Gentry Private Wealth
Kansas
$493K -$6.1K -71 -1%
SC
403
Syon Capital
California
$490K +$3.01K +35 +0.6%
MAM
404
Marquette Asset Management
Minnesota
$490K
Lido Advisors
405
Lido Advisors
California
$481K +$4.73K +55 +1%
PPWP
406
Premier Path Wealth Partners
New Jersey
$480K -$60.3K -702 -11%
LFA
407
Legacy Financial Advisors
Kentucky
$471K -$7.82K -91 -2%
FRM
408
Fox Run Management
Connecticut
$468K -$223K -2,592 -32%
WPW
409
Waldron Private Wealth
Pennsylvania
$460K -$1.37K -16 -0.3%
AWM
410
Apollon Wealth Management
South Carolina
$458K -$14.3K -167 -3%
TCM
411
Twin Capital Management
Pennsylvania
$457K -$10.7K -125 -2%
CAMG
412
CWA Asset Management Group
Florida
$454K +$454K +5,283 New
CG
413
Caprock Group
Idaho
$449K -$85.5K -995 -16%
BMC
414
Benin Management Corp
Connecticut
$447K
BFG
415
Bleakley Financial Group
New Jersey
$441K -$16.8K -195 -4%
HBT
416
Heartland Bank & Trust
Illinois
$441K -$31.3K -364 -7%
HCA
417
Harbor Capital Advisors
Illinois
$437K +$12.4K +144 +3%
HW
418
Hancock Whitney
Mississippi
$424K -$1.98K -23 -0.5%
NA
419
NewEdge Advisors
Louisiana
$413K -$7.13K -83 -2%
CAG
420
Csenge Advisory Group
Florida
$407K -$41.9K -470 -9%
MML Investors Services
421
MML Investors Services
Massachusetts
$407K +$6.79K +79 +2%
BFG
422
Beacon Financial Group
Texas
$404K -$27.5K -320 -6%
VI
423
Vestcor Inc
New Brunswick, Canada
$401K
Walleye Capital
424
Walleye Capital
New York
$399K -$2.89M -33,591 -88%
SWP
425
Stratos Wealth Partners
Ohio
$395K +$68.6K +799 +21%