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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 %
SAG
526
SageView Advisory Group
California
$231K -$35.6K -415 -13%
WT
527
Whittier Trust
California
$231K
TAM
528
Trust Asset Management
Texas
$230K
KC
529
Kinloch Capital
Virginia
$230K -$9.45K -110 -4%
GL
530
Graypoint LLC
New York
$226K -$2.41K -28 -1%
DTL
531
Dynamic Technology Lab
Singapore
$224K -$1.95M -22,724 -90%
AA
532
Advisory Alpha
Michigan
$222K +$86 +1 +0%
ST
533
Sageworth Trust
Pennsylvania
$221K
SCA
534
Snowden Capital Advisors
New York
$220K -$23.6K -275 -10%
LIM
535
Leavell Investment Management
Alabama
$219K
AIM
536
Acropolis Investment Management
Missouri
$219K -$17.3K -201 -7%
HNB
537
Huntington National Bank
Ohio
$219K +$5.07K +59 +2%
RFA
538
Resurgent Financial Advisors
Georgia
$217K +$217K +2,532 New
BTI
539
Blue Trust Inc
Georgia
$216K +$93.7K +1,194 +77%
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$215K -$4.3K -50 -2%
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$215K +$215K +2,500 New
FCA
542
FinTrust Capital Advisors
South Carolina
$214K
SCI
543
S&CO Inc
Massachusetts
$214K +$214K +2,500 New
CAM
544
Cidel Asset Management
Ontario, Canada
$213K +$213K +2,480 New
TFGT
545
TS Financial Group (TSFG)
Illinois
$213K
ASN
546
Advisory Services Network
Georgia
$212K
IWC
547
Integrated Wealth Concepts
Massachusetts
$212K +$212K +2,465 New
VAG
548
VisionPoint Advisory Group
Texas
$211K
S
549
SignatureFD
Georgia
$211K -$27.8K -324 -12%
WFA
550
West Financial Advisors
Iowa
$210K +$1.55K +18 +0.7%