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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
11.47%
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 %
EH
426
Equitable Holdings
New York
$456K +$3.92K +50 +0.9%
OTL
427
Oak Thistle LLC
New York
$454K +$454K +5,792 New
MAM
428
Marquette Asset Management
Minnesota
$447K -$28.2K -360 -6%
SC
429
Syon Capital
California
$445K +$4K +51 +0.9%
CCM
430
Coldstream Capital Management
Washington
$439K +$6.59K +84 +2%
LFA
431
Legacy Financial Advisors
Kentucky
$437K +$11.4K +145 +3%
Lido Advisors
432
Lido Advisors
California
$435K +$65.1K +830 +18%
CFGS
433
Concourse Financial Group Securities
Alabama
$434K -$6.2K -79 -1%
AWM
434
Apollon Wealth Management
South Carolina
$432K +$31.3K +399 +8%
HBT
435
Heartland Bank & Trust
Illinois
$431K +$18.4K +234 +4%
TCM
436
Twin Capital Management
Pennsylvania
$427K -$4.55K -58 -1%
MLA
437
My Legacy Advisors
Oregon
$427K +$20K +255 +5%
BSW
438
Buckingham Strategic Wealth
Missouri
$427K -$9.26K -118 -2%
WPW
439
Waldron Private Wealth
Pennsylvania
$421K +$2.82K +36 +0.7%
SW
440
Simplicity Wealth
New Jersey
$418K +$13.6K +173 +3%
BFG
441
Bleakley Financial Group
New Jersey
$418K +$13.6K +173 +3%
CM
442
Capula Management
Cayman Islands
$413K +$413K +5,270 New
JCM
443
Jacobi Capital Management
Pennsylvania
$412K -$3.77K -48 -0.9%
IMCOOI
444
Investment Management Corp of Ontario (IMCO)
Canada
$410K +$110K +1,400 +37%
BMC
445
Benin Management Corp
Connecticut
$408K
NB
446
Nicolet Bankshares
Wisconsin
$403K -$21.6K -275 -5%
ACM
447
Aquatic Capital Management
Illinois
$400K +$400K +5,100 New
CAG
448
Csenge Advisory Group
Florida
$395K -$49.1K -626 -11%
BFG
449
Beacon Financial Group
Texas
$394K -$3.14K -40 -0.8%
William Blair & Company
450
William Blair & Company
Illinois
$393K +$8.47K +108 +2%