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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 %
VF
551
Virtu Financial
New York
$214K +$214K +2,723 New
GA
552
Geller Advisors
New York
$212K +$14.6K +186 +7%
ASN
553
Advisory Services Network
Georgia
$212K -$4.47K -57 -2%
WT
554
Whittier Trust
California
$211K +$14.5K +185 +7%
TAM
555
Trust Asset Management
Texas
$210K
WP
556
Westmount Partners
California
$210K
GL
557
Graypoint LLC
New York
$208K +$11K +140 +6%
ACA
558
Aptus Capital Advisors
Alabama
$208K +$5.65K +72 +3%
AIP
559
Ameritas Investment Partners
Nebraska
$207K
EFS
560
Essex Financial Services
Connecticut
$205K +$205K +2,756 New
AA
561
Advisory Alpha
Michigan
$203K -$12.2K -156 -6%
MG
562
Mather Group
Illinois
$203K +$19.9K +231 +11%
ST
563
Sageworth Trust
Pennsylvania
$202K
AI
564
Atria Investments
North Carolina
$202K +$202K +2,571 New
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$200K -$4.55K -58 -2%
LIM
566
Leavell Investment Management
Alabama
$200K +$7.75K +99 +4%
FCA
567
FinTrust Capital Advisors
South Carolina
$196K +$23.1K +294 +13%
HNB
568
Huntington National Bank
Ohio
$195K +$1.49K +19 +0.8%
TFGT
569
TS Financial Group (TSFG)
Illinois
$194K
VAG
570
VisionPoint Advisory Group
Texas
$193K
WFA
571
West Financial Advisors
Iowa
$191K -$2.43K -31 -1%
EC
572
EntryPoint Capital
New York
$173K +$173K +2,199 New
AssetMark Inc
573
AssetMark Inc
California
$171K +$10.4K +132 +6%
QCG
574
Quadrant Capital Group
Ohio
$169K +$17.1K +218 +11%
CA
575
Continuum Advisory
Idaho
$166K -$13.3K -170 -7%