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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 %
MPM
451
MBB Public Markets
Illinois
$332K -$1.02M -11,834 -75%
FPAS
452
Focus Partners Advisor Solutions
Missouri
$331K -$94.1K -1,095 -22%
IAA
453
Independent Advisor Alliance
North Carolina
$329K -$446K -5,194 -58%
HWM
454
HB Wealth Management
Georgia
$329K +$67.3K +783 +26%
RSWA
455
Robinson Smith Wealth Advisors
Maine
$328K -$258 -3 -0.1%
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$326K -$21.5K -250 -6%
9WM
457
9258 Wealth Management
Ohio
$323K
GCM
458
Glaxis Capital Management
Florida
$323K +$2.66K +31 +0.8%
NB
459
Nicolet Bankshares
Wisconsin
$322K -$120K -1,400 -27%
WA
460
Waverly Advisors
Alabama
$319K -$14.9K -174 -4%
LSAG
461
Lake Street Advisors Group
New Hampshire
$318K +$8.59K +100 +3%
STCOSD
462
Sageworth Trust Company of South Dakota
South Dakota
$318K
SI
463
Seeds Investor
New York
$316K -$25.4K -296 -7%
DEA
464
DoubleLine ETF Adviser
Florida
$312K -$28.4K -331 -8%
QCM
465
Qsemble Capital Management
New York
$311K -$236K -2,746 -43%
1WA
466
180 Wealth Advisors
Washington
$309K -$19.7K -229 -6%
IHWM
467
Iron Horse Wealth Management
Iowa
$309K
RG
468
Renaissance Group
Kentucky
$308K
BPA
469
Beacon Pointe Advisors
California
$307K -$71.5K -833 -19%
RIA
470
Regal Investment Advisors
Michigan
$304K +$258 +3 +0.1%
HSA
471
HBK Sorce Advisory
Pennsylvania
$302K -$3.44K -40 -1%
PA
472
Profund Advisors
Maryland
$302K +$32.6K +379 +12%
GS
473
GTS Securities
New York
$300K -$19.2K -223 -6%
TFA
474
Transamerica Financial Advisors
Florida
$300K +$18.5K +215 +7%
KWM
475
Kingsview Wealth Management
Oregon
$300K -$1.86M -21,649 -86%