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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
TFM
626
TFC Financial Management
Massachusetts
$66.7K +$66.3K +817 +2,476%
FCT
627
First Community Trust
Iowa
$64.1K
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.1K
MFA
629
McClarren Financial Advisors
Pennsylvania
$63K -$52.1K -641 -80%
OP
630
ORG Partners
Indiana
$61.5K +$49.2K +606 +335%
LS
631
Livforsakringsbolaget Skandia
Sweden
$61.3K -$24.4K -300 -28%
VNA
632
Valley National Advisers
Pennsylvania
$61K +$1.22K +15 +2%
SC
633
Stephens Consulting
Michigan
$56.9K
CHC
634
City Holding Co
West Virginia
$55.5K +$4.47K +55 +8%
GGI
635
Godsey & Gibb Inc
Virginia
$54.9K
RDIA
636
RE Dickinson Investment Advisors
Iowa
$54.7K +$487 +6 +0.9%
WAM
637
WFA Asset Management
Wisconsin
$54K +$325 +4 +0.6%
AAP
638
Arax Advisory Partners
Colorado
$51.7K +$32.2K +396 +151%
PMFA
639
Plante Moran Financial Advisors
Michigan
$50.7K +$8.12K +100 +18%
WWP
640
WR Wealth Planners
Missouri
$50.4K +$1.38K +17 +3%
FCAS
641
First Command Advisory Services
Texas
$49.3K
MA
642
MCF Advisors
Kentucky
$48.1K +$17.8K +219 +56%
WAS
643
Winch Advisory Services
Wisconsin
$47.5K +$325 +4 +0.7%
PFBT
644
Parkside Financial Bank & Trust
Missouri
$46.4K -$81 -1 -0.2%
HBW
645
Hazlett, Burt & Watson
West Virginia
$46K
SIA
646
Sit Investment Associates
Minnesota
$45K
CYG
647
Clean Yield Group
Vermont
$43.9K
IC
648
Innealta Capital
Texas
$43.1K +$44.6K +549 New
SV
649
Stilwell Value
New York
$42.9K
HCP
650
Hexagon Capital Partners
Arkansas
$41.1K +$1.46K +18 +4%