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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 %
GMA
501
Glassy Mountain Advisors
Maryland
$258K
SNBOSD
502
Security National Bank of So Dak
Iowa
$258K
LIM
503
Longfellow Investment Management
Massachusetts
$257K +$1.46K +17 +0.6%
CCA
504
Checchi Capital Advisers
California
$257K +$13.6K +158 +6%
ETC
505
Exchange Traded Concepts
Oklahoma
$256K +$245K +2,850 +2,192%
P
506
Pitcairn
Pennsylvania
$254K -$11.6K -135 -4%
CIA
507
Concurrent Investment Advisors
Florida
$250K
HI
508
Horizon Investments
North Carolina
$248K -$20.9K -243 -8%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$247K -$17.3K -201 -7%
EFS
510
Essex Financial Services
Connecticut
$246K -$1.89K -21 -0.8%
EI
511
Ellevest Inc
New York
$246K -$55.2K -643 -18%
WPC
512
Wedmont Private Capital
Pennsylvania
$246K +$7.8K +91 +3%
BJL
513
Brighton Jones LLC
Washington
$244K +$2.06K +24 +0.9%
PA
514
Prossimo Advisors
California
$243K +$1.81K +21 +0.7%
SFA
515
Sequoia Financial Advisors
Ohio
$242K -$4.47K -52 -2%
IPWA
516
International Private Wealth Advisors
California
$242K -$10.6K -123 -4%
BP
517
Ballentine Partners
Massachusetts
$241K -$9.11K -106 -4%
SNB
518
Security National Bank
Nebraska
$240K
BCI
519
Brinker Capital Investments
Pennsylvania
$240K +$240K +2,794 New
OPS
520
Orion Portfolio Solutions
Nebraska
$240K +$240K +2,794 New
PNC
521
Park National Corp
Ohio
$239K
ACA
522
Aptus Capital Advisors
Alabama
$238K +$9.79K +114 +4%
WANY
523
Wealthspire Advisors (New York)
New York
$236K +$236K +2,742 New
Brown Advisory
524
Brown Advisory
Maryland
$235K -$22.3K -260 -9%
WP
525
Westmount Partners
California
$231K