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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
WWM
776
Wolff Wiese Magana
California
$1.18K
HFS
777
Horizon Financial Services
North Carolina
$1.1K
ECM
778
Everence Capital Management
Indiana
$1.09K
AW
779
Avion Wealth
Texas
$1K
PCM
780
Penserra Capital Management
California
$1K
Group One Trading
781
Group One Trading
Illinois
$785 -$162K -1,990 -100%
AGWCA
782
Annis Gardner Whiting Capital Advisors
Florida
$785 +$568 +7 +233%
Kayne Anderson Rudnick Investment Management
783
Kayne Anderson Rudnick Investment Management
California
$628 -$487 -6 -43%
CTWM
784
Cherry Tree Wealth Management
Minnesota
$628
RWM
785
Ruedi Wealth Management
Illinois
$628 +$650 +8 New
SFC
786
Strategic Financial Concepts
Texas
$492 +$3.27M +40,250 New
NL
787
NVWM LLC
Pennsylvania
$392
MHR
788
Matthew Hamilton Rosenberg
$390
OWA
789
Opal Wealth Advisors
New York
$236 +$244 +3 New
SWA
790
SOA Wealth Advisors
New York
$87
SIC
791
Salem Investment Counselors
North Carolina
$79 -$18K -222 -100%
RFG
792
RFP Financial Group
Georgia
$78 -$81 -1 -50%
WA
793
WestEnd Advisors
North Carolina
$78
YDMI
794
Y.D. More Investments
Israel
$24 +$9.5K +117 New
DWM
795
Dogwood Wealth Management
Kansas
$2
AIG
796
American International Group
New York
-$4.96M -57,510 Closed
TPSF
797
Texas Permanent School Fund
Texas
-$3.91M -45,343 Closed
TI
798
Trexquant Investment
Connecticut
-$3.03M -35,126 Closed
FC
799
FORA Capital
Florida
-$2.81M -32,570 Closed
LIP
800
Lighthouse Investment Partners
Florida
-$2.17M -25,122 Closed