We are live on ! Find out more
PFG icon

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
GKIM
726
GW&K Investment Management
Massachusetts
$11K +$1.14K +14 +11%
NMG
727
New Millennium Group
Utah
$10.7K +$11K +136 New
GJWM
728
Gilliland Jeter Wealth Management
Arkansas
$10.3K
ETC
729
Exchange Traded Concepts
Oklahoma
$10.2K +$1.79K +22 +20%
S
730
Sachetta
Massachusetts
$9.98K +$568 +7 +6%
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$9.65K +$9.99K +123 New
CAS
732
Coppell Advisory Solutions
Texas
$9.57K +$9.91K +122 New
PPA
733
Painted Porch Advisors
California
$9.34K +$9.66K +119 New
MFG
734
Mendota Financial Group
Wisconsin
$9.26K
RDFA
735
Ritter Daniher Financial Advisory
Ohio
$9.18K
KHC
736
Koesten Hirschmann & Crabtree
Kansas
$8.89K
TWC
737
TD Waterhouse Canada
Ontario, Canada
$8.78K
RFG
738
REAP Financial Group
Texas
$8.63K +$81 +1 +0.9%
MFT
739
Moisand Fitzgerald Tamayo
Florida
$8.63K
PBK
740
Peoples Bank (Kansas)
Kansas
$8.63K
SL
741
Salomon & Ludwin
Virginia
$8.55K -$31.7K -390 -78%
TAM
742
Tucker Asset Management
Colorado
$8.55K
BCA
743
Bray Capital Advisors
Florida
$7.92K
AEPWM
744
Atlantic Edge Private Wealth Management
Florida
$7.84K
AP
745
Atwood & Palmer
Missouri
$7.84K
FNWA
746
Financial Network Wealth Advisors
Utah
$7.84K +$8.12K +100 New
CPG
747
Cornerstone Planning Group
New Jersey
$7.66K -$1.3K -16 -13%
AA
748
Ancora Advisors
Ohio
$7.06K -$51.1K -629 -87%
WCM
749
Westend Capital Management
California
$6.24K
EBA
750
Eagle Bay Advisors
New York
$6.12K