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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
TH
601
TCTC Holdings
Texas
$108K
JWA
602
JFS Wealth Advisors
Pennsylvania
$107K +$1.95K +24 +2%
MCM
603
Manchester Capital Management
Vermont
$103K +$21.6K +266 +25%
QC
604
Quent Capital
New York
$100K +$325 +4 +0.3%
CAL
605
Capital Advisors Ltd
Ohio
$98K
CAM
606
Clarity Asset Management
Iowa
$95.5K +$325 +4 +0.3%
QL
607
Quarry LP
New York
$90.8K +$94K +1,157 New
CA
608
CoreCap Advisors
Michigan
$86.5K
AAF
609
Andra AP-fonden
Sweden
$86.3K -$1.59M -19,600 -95%
OW
610
Olistico Wealth
Oklahoma
$86.1K +$89.1K +1,097 New
SAM
611
Smartleaf Asset Management
Massachusetts
$85.3K +$19.4K +239 +29%
DMBA
612
Deseret Mutual Benefit Administrators
Utah
$85.1K
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.5K
CFB
614
Cullen/Frost Bankers
Texas
$81.4K +$63.1K +777 +299%
WBC
615
Westpac Banking Corp
Australia
$80.7K -$67.4K -830 -45%
DSC
616
Duncker Streett & Co
Missouri
$79.2K
BL
617
BFSG LLC
California
$78.7K +$3.65K +45 +5%
PP
618
Pingora Partners
Wyoming
$78.5K -$12.2K -150 -13%
VWM
619
Venturi Wealth Management
Texas
$77.6K +$25.9K +319 +48%
EWA
620
EverSource Wealth Advisors
Alabama
$75.8K +$11.6K +143 +18%
PB
621
Pinnacle Bancorp
Nebraska
$74.6K
AWM
622
Avior Wealth Management
Nebraska
$73.9K -$4.47K -55 -6%
CFO
623
CVA Family Office
Colorado
$73K +$487 +6 +0.6%
AF
624
Advisornet Financial
Minnesota
$70.8K -$244 -3 -0.3%
GWM
625
Geneos Wealth Management
Colorado
$70.1K