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
SCI
826
S&CO Inc
Massachusetts
-$215K -2,500 Closed
Wolverine Trading
827
Wolverine Trading
Illinois
-$201K -2,479 Closed
CI
828
Cigna Investments
Connecticut
-$212K -2,456 Closed
AWM
829
Axxcess Wealth Management
California
-$210K -2,435 Closed
IWC
830
Integrated Wealth Concepts
Massachusetts
-$209K -2,424 Closed
HAIM
831
Hunter Associates Investment Management
Pennsylvania
-$208K -2,411 Closed
1IA
832
1834 Investment Advisors
Wisconsin
-$208K -2,410 Closed
VCG
833
Vantage Consulting Group
Virginia
-$205K -2,378 Closed
SP
834
Systematic Portfolios
New York
-$205K -2,374 Closed
EHWM
835
Eads & Heald Wealth Management
Georgia
-$201K -2,326 Closed
AAM
836
Auxier Asset Management
Oregon
-$200K -2,322 Closed
T
837
TOBAM
France
-$64K -745 Closed
FIM
838
Fernwood Investment Management
Massachusetts
-$43.2K -500 Closed
TC
839
Truvestments Capital
Florida
-$43.2K -500 Closed
IBOK
840
Independence Bank of Kentucky
Kentucky
-$24.2K -280 Closed
NCTC
841
New Covenant Trust Company
Indiana
-$17.3K -200 Closed
PCM
842
Peregrine Capital Management
Minnesota
-$13.8K -160 Closed
CBT
843
CoreFirst Bank & Trust
Kansas
-$12.9K -150 Closed
FFC
844
First Financial Corp
Indiana
-$12.1K -140 Closed
FIM
845
FWL Investment Management
Texas
-$3.45K -40 Closed
JPWM
846
Jamison Private Wealth Management
Georgia
-$864 -10 Closed
TWP
847
TFO Wealth Partners
Ohio
-$518 -6 Closed
JWM
848
Janiczek Wealth Management
Colorado
-$346 -4 Closed
CJ
849
Caitlin John
Michigan
-$266 -3 Closed
FGAM
850
Financial Gravity Asset Management
Texas
-$270 -3 Closed