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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 %
HWM
526
HB Wealth Management
Georgia
$239K +$19.7K +251 +9%
WPC
527
Wedmont Private Capital
Pennsylvania
$236K +$21.2K +250 +10%
SM
528
Sciencast Management
New Jersey
$235K -$399K -5,090 -63%
GMA
529
Glassy Mountain Advisors
Maryland
$235K
SNBOSD
530
Security National Bank of So Dak
Iowa
$235K
SFP
531
Shepherd Financial Partners
Massachusetts
$235K +$27K +344 +13%
Brown Advisory
532
Brown Advisory
Maryland
$235K +$235K +2,994 New
LIM
533
Longfellow Investment Management
Massachusetts
$234K +$1.57K +20 +0.7%
IPWA
534
International Private Wealth Advisors
California
$230K -$76.1K -970 -25%
CIA
535
Concurrent Investment Advisors
Florida
$228K +$228K +2,908 New
BP
536
Ballentine Partners
Massachusetts
$228K +$10.8K +138 +5%
NWM
537
Northwest Wealth Management
Iowa
$226K +$706 +9 +0.3%
SFA
538
Sequoia Financial Advisors
Ohio
$225K +$28.7K +366 +15%
CCA
539
Checchi Capital Advisers
California
$222K
SCA
540
Snowden Capital Advisors
New York
$222K +$549 +7 +0.2%
BJL
541
Brighton Jones LLC
Washington
$221K +$3.29K +42 +2%
PA
542
Prossimo Advisors
California
$220K +$1.57K +20 +0.7%
SW
543
SVB Wealth
Massachusetts
$220K -$65.5K -835 -23%
SNB
544
Security National Bank
Nebraska
$219K
BBHC
545
Brown Brothers Harriman & Co
New York
$219K +$198K +2,526 +964%
KC
546
Kinloch Capital
Virginia
$218K +$12.2K +155 +6%
S
547
SignatureFD
Georgia
$218K +$392 +5 +0.2%
PNC
548
Park National Corp
Ohio
$218K
MAS
549
Meeder Advisory Services
Ohio
$218K +$218K +2,772 New
AIM
550
Acropolis Investment Management
Missouri
$216K -$9.26K -118 -4%