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Principal Financial Group

794 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, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

13% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $18.7M

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

4% more funds holding

Funds holding: 765794 (+29)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 70.85%70.67% (-0.18%)

10% less capital invested

Capital invested by funds: $14.4B → $13B (-$1.41B)

Holders
794
Holders Change
+29
Holders Change %
+3.79%
% of All Funds
11.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
285
Reduced
254
Closed
55
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
576
AssetMark Inc
California
$171K +$10.7K +132 +6%
QCG
577
Quadrant Capital Group
Ohio
$169K +$17.7K +218 +11%
CA
578
Continuum Advisory
Idaho
$166K -$13.8K -170 -7%
PS
579
Principal Securities
Iowa
$165K +$53.3K +656 +45%
HI
580
Harbour Investments
Wisconsin
$159K +$244 +3 +0.1%
PA
581
Parallel Advisors
California
$159K +$24.5K +302 +18%
IAIM
582
International Assets Investment Management
Florida
$155K +$160K +1,975 New
ACA
583
Atlas Capital Advisors
Wyoming
$148K
Jones Financial Companies
584
Jones Financial Companies
Missouri
$145K +$113K +1,392 +301%
SCM
585
Silvant Capital Management
Georgia
$137K
GM
586
GeoWealth Management
Illinois
$135K -$53.3K -656 -28%
BTI
587
Blue Trust Inc
Georgia
$134K +$86.1K +1,060 +215%
BF
588
BOK Financial
Oklahoma
$133K -$4.14K -51 -3%
GI
589
Gradient Investments
Minnesota
$126K +$80.2K +988 +159%
HIA
590
Harbor Investment Advisory
Maryland
$124K +$244 +3 +0.2%
ATPW
591
Ashton Thomas Private Wealth
Arizona
$122K +$126K +1,554 New
JFA
592
JNBA Financial Advisors
Minnesota
$120K
LB
593
Legacy Bridge
Iowa
$119K -$132K -1,625 -52%
NRG
594
Nemes Rush Group
Michigan
$118K
AFWM
595
Abich Financial Wealth Management
Virginia
$115K +$119K +1,464 New
CAL
596
Capital Analysts LLC
Pennsylvania
$113K +$5.12K +63 +5%
RFS
597
Richardson Financial Services
Massachusetts
$112K -$12.2K -150 -9%
HBT
598
Hills Bank & Trust
Iowa
$110K
GRP
599
Global Retirement Partners
California
$110K +$8.69K +107 +8%
LTI
600
Laffer Tengler Investments
Tennessee
$109K