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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 %
AFG
551
Atomi Financial Group
New York
$209K +$209K +2,437 New
BCP
552
Blackhawk Capital Partners
Wisconsin
$209K +$209K +2,430 New
AIP
553
Ameritas Investment Partners
Nebraska
$208K -$18.5K -215 -8%
HAIM
554
Hunter Associates Investment Management
Pennsylvania
$207K +$207K +2,411 New
GCM
555
Graham Capital Management
Connecticut
$205K +$205K +2,383 New
LRWA
556
Long Run Wealth Advisors
New York
$204K +$204K +2,376 New
CI
557
Cigna Investments
Connecticut
$204K +$204K +2,379 New
1IA
558
1834 Investment Advisors
Wisconsin
$202K +$202K +2,357 New
MG
559
Mather Group
Illinois
$199K -$2.23K -26 -1%
JIP
560
Jaffetilchin Investment Partners
Florida
$185K +$185K +2,150 New
QCG
561
Quadrant Capital Group
Ohio
$184K -$945 -11 -0.5%
Citadel Advisors
562
Citadel Advisors
Florida
$175K -$1.78M -20,670 -91%
CA
563
Continuum Advisory
Idaho
$173K -$9.41K -109 -5%
AssetMark Inc
564
AssetMark Inc
California
$172K -$16.1K -188 -9%
SAM
565
Smartleaf Asset Management
Massachusetts
$157K +$64.7K +751 +70%
ACA
566
Atlas Capital Advisors
Wyoming
$156K -$5.84K -68 -4%
GWM
567
Geneos Wealth Management
Colorado
$154K +$77.6K +903 +101%
BF
568
BOK Financial
Oklahoma
$152K +$8.46K +100 +6%
CCA
569
Catalyst Capital Advisors
New York
$151K +$151K +1,757 New
SCM
570
Silvant Capital Management
Georgia
$150K
PA
571
Parallel Advisors
California
$146K -$27.9K -325 -16%
CAL
572
Capital Analysts LLC
Pennsylvania
$142K +$18.2K +213 +15%
CTC
573
Central Trust Company
Missouri
$136K -$137K -1,600 -50%
HIA
574
Harbor Investment Advisory
Maryland
$135K -$258 -3 -0.2%
HI
575
Harbour Investments
Wisconsin
$134K -$39.9K -465 -23%