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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
FMP
751
Financial Management Professionals
Texas
$6K
POIA
752
Pin Oak Investment Advisors
Texas
$6K
ME
753
McIlrath & Eck
Washington
$5.57K
FFA
754
Frazier Financial Advisors
Ohio
$5.18K
GC
755
Globeflex Capital
California
$4.94K
CA
756
Crewe Advisors
Utah
$4.79K
SC
757
SouthState Corp
Florida
$4.47K +$4.63K +57 New
UWS
758
Unique Wealth Strategies
Illinois
$4.4K +$4.14K +51 New
DCM
759
Davis Capital Management
Florida
$3.59K
AIC
760
Archer Investment Corporation
Indiana
$3.45K
AWM
761
Abound Wealth Management
Tennessee
$3.22K
SSB
762
Sandy Spring Bank
Maryland
$2.98K +$3.09K +38 New
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$2.75K +$406 +5 +17%
PWMG
764
Prestige Wealth Management Group
New Jersey
$2.67K
SIC
765
SJS Investment Consulting
Ohio
$2.67K
CWC
766
Carolinas Wealth Consulting
North Carolina
$2.67K +$406 +5 +17%
LI
767
LRI Investments
Florida
$2.04K
Lazard Asset Management
768
Lazard Asset Management
New York
$2K -$650 -8 -19%
VWA
769
Valued Wealth Advisors
Utah
$1.8K
GWMI
770
Guardian Wealth Management (Illinois)
Illinois
$1.79K
DF
771
Dunhill Financial
United Kingdom
$1.59K
GWSA
772
Global Wealth Strategies & Associates
Colorado
$1.57K
VWM
773
Valley Wealth Managers
New Jersey
$1.57K +$1.62K +20 New
WPA
774
West Paces Advisors
Georgia
$1.49K
AP
775
Aspect Partners
Virginia
$1.33K +$487 +6 +55%