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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
CA
651
Clearstead Advisors
Ohio
$41K -$15.9K -196 -27%
DWS
652
Dynamic Wealth Strategies
California
$41K
AIM
653
Anchor Investment Management
South Carolina
$40.3K
HFM
654
Harvest Fund Management
China
$40K -$152K -1,872 -79%
GFPC
655
Global Financial Private Client
Florida
$39.2K
PP
656
PrairieView Partners
Minnesota
$39K
M
657
MOTCO
Texas
$38.8K
CH
658
Cromwell Holdings
Wyoming
$38.4K +$39.8K +490 New
DJSG
659
D.J. St. Germain
Massachusetts
$38.4K
ADL
660
Asset Dedication LLC
California
$37.8K +$2.35K +29 +6%
PO
661
Private Ocean
California
$37.4K -$6.25K -77 -14%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$36.7K +$6.01K +74 +19%
FGA
663
Fortis Group Advisors
New Jersey
$35.9K
BIA
664
Bell Investment Advisors
California
$35.2K
PAG
665
Paladin Advisory Group
Iowa
$35K
GWSG
666
GPS Wealth Strategies Group
Colorado
$34.8K +$3.25K +40 +10%
LSA
667
Leonteq Securities AG
Switzerland
$34.2K
TFF
668
The Family Firm
Maryland
$32.9K +$34K +419 New
NFSG
669
Newbridge Financial Services Group
Florida
$32.8K
BLC
670
Brown, Lisle/Cummings
Rhode Island
$32.6K
BWAM
671
Boyd Watterson Asset Management
Ohio
$32.6K
PCMC
672
Planning Capital Management Corporation
Pennsylvania
$31.1K
MWA
673
Miller Wealth Advisors
Colorado
$31.1K
RTC
674
Riverview Trust Company
Washington
$31.1K
SWM
675
Spire Wealth Management
Virginia
$29.9K +$406 +5 +1%