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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
APF
201
Alaska Permanent Fund
Alaska
$2.76M +$73.7K +907 +3%
FCH
202
Freestone Capital Holdings
Washington
$2.74M +$53.5K +659 +2%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$2.72M -$14.5M -178,153 -84%
APP
204
Avantax Planning Partners
Iowa
$2.71M +$162 +2 +0%
FM
205
Foster & Motley
Ohio
$2.64M -$72.8K -896 -3%
NYLIM
206
New York Life Investment Management
New York
$2.61M -$19.9K -245 -0.7%
DWM
207
Dakota Wealth Management
Florida
$2.53M -$406 -5 -0%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$2.48M -$591K -7,277 -19%
CAM
209
Cresset Asset Management
Illinois
$2.48M +$1.01M +12,387 +65%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$2.45M -$69.3K -853 -3%
QT
211
Quantbot Technologies
New York
$2.41M +$1.46M +18,012 +142%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$2.39M -$12.7K -157 -0.5%
YCM
213
Yousif Capital Management
Michigan
$2.39M -$71.4K -879 -3%
SIP
214
Stoneridge Investment Partners
Pennsylvania
$2.3M +$2.38M +29,300 New
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$2.3M -$100K -1,235 -4%
ATC
216
Argent Trust Co
Tennessee
$2.23M +$144K +1,772 +7%
BMSSC
217
B. Metzler seel. Sohn & Co
Germany
$2.23M +$82.6K +1,017 +4%
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$2.23M -$124K -1,530 -5%
PD
219
Point72 (DIFC)
United Arab Emirates
$2.22M -$509K -6,262 -18%
Mariner
220
Mariner
Kansas
$2.21M +$113K +1,389 +5%
OAM
221
Ostrum Asset Management
France
$2.18M +$1.04M +12,808 +86%
NAM
222
Nissay Asset Management
Japan
$2.15M +$29.7K +366 +1%
MOACM
223
Mutual of America Capital Management
New York
$2.13M -$127K -1,565 -5%
Daiwa Securities Group
224
Daiwa Securities Group
Japan
$2.12M +$134K +1,652 +7%
A
225
AlphaQuest
New York
$2.12M +$1.07M +13,145 +94%