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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
PI
801
PEAK6 Investments
Illinois
-$1.85M -21,380 Closed
GCM
802
Graham Capital Management
Connecticut
-$1.77M -20,479 Closed
QIM
803
Quantitative Investment Management
Virginia
-$1.51M -17,475 Closed
AC
804
AXQ Capital
New Jersey
-$1.19M -13,787 Closed
LAS
805
Lloyd Advisory Services
Georgia
-$955K -11,065 Closed
GCP
806
GSA Capital Partners
United Kingdom
-$900K -10,428 Closed
MLICM
807
Metropolitan Life Insurance Company (MetLife)
New York
-$763K -8,845 Closed
GDP
808
Great Diamond Partners
Maine
-$578K -6,700 Closed
Simplex Trading
809
Simplex Trading
Illinois
-$364K -4,477 Closed
QI
810
Qtron Investments
Massachusetts
-$359K -4,154 Closed
RWA
811
Redhawk Wealth Advisors
Minnesota
-$356K -4,125 Closed
FFM
812
Fullerton Fund Management
Singapore
-$318K -3,689 Closed
HT
813
Headlands Technologies
Illinois
-$315K -3,651 Closed
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
-$279K -3,228 Closed
JWCA
815
J.W. Cole Advisors
Florida
-$270K -3,126 Closed
VFA
816
Valeo Financial Advisors
Indiana
-$249K -3,029 Closed
CIBC World Market
817
CIBC World Market
Ontario, Canada
-$243K -2,811 Closed
MA
818
Mutual Advisors
Nebraska
-$241K -2,795 Closed
LNC
819
Lincoln National Corp
Pennsylvania
-$233K -2,703 Closed
ONB
820
Old National Bancorp
Indiana
-$231K -2,676 Closed
CC
821
Commons Capital
Massachusetts
-$227K -2,628 Closed
CGL
822
Clarius Group LLC
Washington
-$226K -2,613 Closed
RSWM
823
Robertson Stephens Wealth Management
California
-$221K -2,564 Closed
RFA
824
Resurgent Financial Advisors
Georgia
-$219K -2,532 Closed
NSEDCP
825
NJ State Employees Deferred Compensation Plan
New Jersey
-$216K -2,500 Closed