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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 %
NP
451
NorthRock Partners
Minnesota
$393K +$56.8K +724 +17%
EAM
452
Erste Asset Management
Austria
$389K
HW
453
Hancock Whitney
Mississippi
$389K -$471 -6 -0.1%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$388K +$23.3K +297 +6%
HCA
455
Harbor Capital Advisors
Illinois
$388K +$941 +12 +0.2%
NA
456
NewEdge Advisors
Louisiana
$383K -$72.3K -922 -16%
VI
457
Vestcor Inc
New Brunswick, Canada
$366K
MML Investors Services
458
MML Investors Services
Massachusetts
$365K -$37.6K -480 -9%
MS
459
Maven Securities
Jersey
$365K +$365K +4,650 New
BFM
460
Boothbay Fund Management
New York
$364K +$364K +4,635 New
CFM
461
Catalyst Funds Management
Australia
$361K -$808K -10,300 -69%
PP
462
Paloma Partners
Connecticut
$356K +$356K +4,543 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$354K +$12.7K +161 +4%
RWS
464
Resolute Wealth Strategies
Mississippi
$351K +$1.1K +14 +0.3%
AWA
465
Arete Wealth Advisors
Illinois
$348K +$348K +4,431 New
BPA
466
Beacon Pointe Advisors
California
$346K -$4.86K -62 -1%
WS
467
Wedbush Securities
California
$340K -$9.73K -124 -3%
Fuller & Thaler Asset Management
468
Fuller & Thaler Asset Management
California
$336K +$184K +2,345 +121%
GSC
469
Ground Swell Capital
South Carolina
$333K +$333K +4,241 New
Focus Partners Wealth
470
Focus Partners Wealth
Massachusetts
$331K +$91.6K +1,166 +38%
BCWM
471
Bartlett & Co Wealth Management
Ohio
$326K
1WA
472
180 Wealth Advisors
Washington
$321K -$29.4K -351 -8%
PP
473
Prudential plc
United Kingdom
$320K
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
$317K +$68.7K +876 +28%
BC
475
Burney Company
Virginia
$317K -$61.3K -781 -16%