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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 %
CWA
476
Centennial Wealth Advisory
Michigan
$296K +$18.3K +213 +7%
ET
477
Entropy Technologies
New York
$294K -$279K -3,249 -49%
OFS
478
Oldfather Financial Services
Nebraska
$294K +$601 +7 +0.2%
LSPW
479
Lake Street Private Wealth
Illinois
$292K -$19.8K -231 -6%
Kovitz Investment Group Partners
480
Kovitz Investment Group Partners
Illinois
$292K +$292K +7,210 New
PCMC
481
Paragon Capital Management (Colorado)
Colorado
$289K +$2.32K +27 +0.8%
KNFPWM
482
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$286K
BIG
483
Brooklyn Investment Group
New York
$284K +$20.2K +235 +8%
SF
484
Synovus Financial
Georgia
$281K +$281K +3,270 New
FCFC
485
First Citizens Financial Corp
Iowa
$280K
MA
486
Mutual Advisors
Nebraska
$280K +$280K +3,123 New
KeyBank National Association
487
KeyBank National Association
Ohio
$280K -$23.5K -274 -8%
CTA
488
Chesley Taft & Associates
Illinois
$280K +$8.33K +97 +3%
LA
489
LVW Advisors
New York
$279K -$7.3K -85 -3%
VCA
490
Verdence Capital Advisors
Maryland
$270K +$86 +1 +0%
CWP
491
Concord Wealth Partners
Virginia
$267K +$238K +2,773 +823%
DWP
492
Daymark Wealth Partners
Ohio
$267K +$2.23K +26 +0.8%
WCM Investment Management
493
WCM Investment Management
California
$265K +$265K +3,081 New
RIL
494
Rothschild Investment LLC
Illinois
$265K -$9.36K -109 -3%
RJT
495
Raymond James Trust
Florida
$264K -$28.1K -327 -10%
MAS
496
Meeder Advisory Services
Ohio
$262K +$24.3K +283 +10%
EC
497
EntryPoint Capital
New York
$260K +$71.4K +831 +38%
RWS
498
Resolute Wealth Strategies
Mississippi
$259K -$125K -1,460 -33%
BBHC
499
Brown Brothers Harriman & Co
New York
$258K +$18.7K +218 +8%
SFP
500
Shepherd Financial Partners
Massachusetts
$258K +$258 +3 +0.1%