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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.

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 Market Value Shares Shares
Change
Shares
Change %
BLC
651
Brown, Lisle/Cummings
Rhode Island
$35.7K 416
RTC
652
Riverview Trust Company
Washington
$34K 396
SWM
653
Spire Wealth Management
Virginia
$33.5K 390 +9 +2%
PFG
654
Peterson Financial Group
Iowa
$33.1K 385 +385 New
GIA
655
GHP Investment Advisors
Colorado
$33K 384 +43 +13%
BWAM
656
Boyd Watterson Asset Management
Ohio
$32.9K 383 -32 -8%
M
657
MOTCO
Texas
$32.5K 378 -116 -23%
RAM
658
Riggs Asset Management
Pennsylvania
$32K 372
PCMC
659
Planning Capital Management Corporation
Pennsylvania
$31.4K 365 -31 -8%
TFA
660
Toth Financial Advisory
Virginia
$31.4K 365
SWM
661
Sugarloaf Wealth Management
Georgia
$31.3K 364
TPCW
662
TD Private Client Wealth
New York
$30.8K 358 +2 +0.6%
TCM
663
TD Capital Management
Tennessee
$29.8K 347 +347 New
FHA
664
First Horizon Advisors
Tennessee
$28.1K 327 +39 +14%
VCM
665
Versant Capital Management
Arizona
$27.9K 325 +68 +26%
PCA
666
Providence Capital Advisors
North Carolina
$27.5K 320
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.2K 317 +100 +46%
FP
668
Financial Perspectives
Minnesota
$27K 314
HWM
669
HighMark Wealth Management
Minnesota
$26.6K 310
FFO
670
Fortitude Family Office
Arizona
$26.1K 304
OSNBOA
671
Old Second National Bank of Aurora
Illinois
$25.8K 300
BWL
672
Bogart Wealth LLC
Virginia
$25.8K 300
PTC
673
Private Trust Company
Ohio
$25.7K 299 +49 +20%
OLVIG
674
Oliver Lagore Vanvalin Investment Group
Michigan
$25.4K 296
FPF
675
First Pacific Financial
Washington
$25.3K 295