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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
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$11.5M +$2.89M +35,558 +32%
CIM
77
Cambria Investment Management
California
$11.4M +$288K +3,548 +3%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$11.3M -$208K -2,556 -2%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$10.9M +$370K +4,554 +3%
Prudential Financial
80
Prudential Financial
New Jersey
$10.7M -$1.65M -20,331 -13%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$10.3M -$152K -1,876 -1%
IMRF
82
Illinois Municipal Retirement Fund
Illinois
$10.2M +$1.23M +15,166 +13%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M -$313K -3,855 -3%
Squarepoint
84
Squarepoint
New York
$9.99M +$2.04M +25,156 +25%
GIM
85
Goelzer Investment Management
Indiana
$9.87M -$100K -1,234 -1%
Allianz Asset Management
86
Allianz Asset Management
Germany
$9.68M +$5.76M +70,923 +135%
Pictet Asset Management
87
Pictet Asset Management
Switzerland
$9.54M -$362K -4,458 -4%
ANTB
88
AMG National Trust Bank
Colorado
$9.48M +$1.64M +20,219 +20%
Aviva
89
Aviva
United Kingdom
$9.38M +$1.64M +20,176 +20%
CM
90
Capital Management
Virginia
$9.24M +$1.55M +19,047 +19%
AWM
91
AE Wealth Management
Kansas
$9.24M -$2.7M -33,271 -22%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$9.24M -$303K -3,727 -3%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$9.22M -$19.9M -245,164 -68%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.02M -$1.21M -14,884 -11%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$8.72M -$1.13M -13,959 -11%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$8.39M -$5.57M -68,589 -39%
NC
97
NewSquare Capital
Pennsylvania
$8.32M +$410K +5,052 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.24M +$8.53M +105,000 New
WorldQuant Millennium Advisors
99
WorldQuant Millennium Advisors
New York
$8.2M -$2.76K -34 -0%
Treasurer of the State of North Carolina
100
Treasurer of the State of North Carolina
North Carolina
$8.19M -$366K -4,512 -4%