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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 %
SI
476
Seeds Investor
New York
$312K +$88.3K +1,126 +39%
NP
477
Nilsine Partners
Colorado
$312K +$20.7K +264 +7%
DEA
478
DoubleLine ETF Adviser
Florida
$311K -$10.4K -132 -3%
SIMG
479
Sonora Investment Management Group
Arizona
$311K
PI
480
PineBridge Investments
New York
$305K -$1.01M -12,938 -77%
WA
481
Waverly Advisors
Alabama
$305K +$13.6K +174 +5%
RSWA
482
Robinson Smith Wealth Advisors
Maine
$300K +$235 +3 +0.1%
SWP
483
Stratos Wealth Partners
Ohio
$298K +$3.69K +47 +1%
9WM
484
9258 Wealth Management
Ohio
$295K -$1.41K -18 -0.5%
GCM
485
Glaxis Capital Management
Florida
$293K -$854K -10,883 -74%
GS
486
GTS Securities
New York
$292K +$292K +3,720 New
STCOSD
487
Sageworth Trust Company of South Dakota
South Dakota
$290K -$4.63K -59 -2%
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$290K
LSPW
489
Lake Street Private Wealth
Illinois
$285K -$6.36K -81 -2%
RVPG
490
Relative Value Partners Group
$285K +$285K +3,632 New
LSAG
491
Lake Street Advisors Group
New Hampshire
$283K -$26.3K -335 -8%
IHWM
492
Iron Horse Wealth Management
Iowa
$282K
RG
493
Renaissance Group
Kentucky
$281K +$7.53K +96 +3%
GI
494
GAMMA Investing
California
$280K +$128K +1,630 +84%
EF
495
Empowered Funds
Pennsylvania
$279K +$30.1K +384 +12%
HSA
496
HBK Sorce Advisory
Pennsylvania
$279K +$7.69K +98 +3%
RIA
497
Regal Investment Advisors
Michigan
$277K -$15.7K -200 -5%
KeyBank National Association
498
KeyBank National Association
Ohio
$277K +$3.45K +44 +1%
EI
499
Ellevest Inc
New York
$275K -$116K -1,475 -30%
MM
500
MQS Management
New York
$270K +$270K +3,436 New