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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
RAM
676
Riggs Asset Management
Pennsylvania
$29.2K
TFA
677
Toth Financial Advisory
Virginia
$28.6K
SWM
678
Sugarloaf Wealth Management
Georgia
$28.6K
TPCW
679
TD Private Client Wealth
New York
$27.9K +$3.33K +41 +13%
GIA
680
GHP Investment Advisors
Colorado
$26.8K +$9.34K +115 +51%
CWP
681
Concord Wealth Partners
Virginia
$26.4K -$227K -2,800 -89%
EC
682
EdgeRock Capital
Colorado
$25.5K +$26.4K +325 New
LC
683
Lindbrook Capital
California
$25.2K +$14K +173 +117%
PCA
684
Providence Capital Advisors
North Carolina
$25.1K
FP
685
Financial Perspectives
Minnesota
$24.6K
HWM
686
HighMark Wealth Management
Minnesota
$24.3K
FFO
687
Fortitude Family Office
Arizona
$23.8K
BWL
688
Bogart Wealth LLC
Virginia
$23.5K
IGWM
689
ICA Group Wealth Management
Colorado
$23.5K
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$23.5K
OLVIG
691
Oliver Lagore Vanvalin Investment Group
Michigan
$23.2K -$30.9K -380 -56%
HF
692
Halpern Financial
Virginia
$23.2K
FPF
693
First Pacific Financial
Washington
$23.1K
ATC
694
Advantage Trust Company
Kansas
$23K
LFG
695
Larson Financial Group
Missouri
$22.8K +$22.4K +276 +1,971%
FHA
696
First Horizon Advisors
Tennessee
$22.6K +$487 +6 +2%
NSIM
697
North Star Investment Management
Illinois
$21.7K
HRC
698
Hoertkorn Richard Charles
$21.3K
CFFP
699
Center for Financial Planning
Michigan
$20.7K
VCM
700
Versant Capital Management
Arizona
$20.2K +$17.2K +212 +471%