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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 %
QIM
426
Quantitative Investment Management
Virginia
$394K +$394K +4,594 New
MLA
427
My Legacy Advisors
Oregon
$390K -$77.2K -899 -17%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$389K +$71.6K +834 +23%
ECM
429
Everence Capital Management
Indiana
$388K -$797K -9,280 -67%
CFGS
430
Concourse Financial Group Securities
Alabama
$385K -$89.4K -1,041 -19%
BAM
431
Belpointe Asset Management
Nevada
$382K +$96.2K +1,120 +34%
NP
432
NorthRock Partners
Minnesota
$382K -$48.2K -561 -11%
BEI
433
Benjamin Edwards Inc
Missouri
$382K +$382K +4,447 New
Jones Financial Companies
434
Jones Financial Companies
Missouri
$381K +$222K +2,576 +139%
AWA
435
Arete Wealth Advisors
Illinois
$380K
WS
436
Wedbush Securities
California
$368K -$3.69K -43 -1%
HCM
437
Howard Capital Management
Georgia
$366K +$366K +4,266 New
GI
438
GAMMA Investing
California
$364K +$57.4K +668 +19%
EAM
439
Erste Asset Management
Austria
$362K -$60.3K -700 -14%
NP
440
Nilsine Partners
Colorado
$361K +$20K +233 +6%
LS
441
Livforsakringsbolaget Skandia
Sweden
$359K +$292K +3,400 +435%
P
442
&Partners
Tennessee
$359K +$359K +4,171 New
BCWM
443
Bartlett & Co Wealth Management
Ohio
$357K
SIMG
444
Sonora Investment Management Group
Arizona
$356K +$46.6K +542 +15%
PP
445
Prudential plc
United Kingdom
$351K
BAM
446
Blueshift Asset Management
New Jersey
$349K -$516K -6,004 -60%
William Blair & Company
447
William Blair & Company
Illinois
$344K -$86.3K -1,005 -20%
JGIA
448
Jackson Grant Investment Advisers
Connecticut
$343K +$79.4K +924 +30%
BC
449
Burney Company
Virginia
$341K -$6.79K -79 -2%
DFCM
450
Dark Forest Capital Management
Puerto Rico
$338K +$338K +3,934 New