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Principal Financial Group

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Shares
Change %
PT
276
Plimoth Trust
Massachusetts
$701K -$36.2K -900 -5%
Lazard Asset Management
277
Lazard Asset Management
New York
$697K -$44.1K -1,095 -6%
SG Americas Securities
278
SG Americas Securities
New York
$678K +$408K +10,141 +151%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$664K -$180K -4,466 -21%
NMERB
280
New Mexico Educational Retirement Board
New Mexico
$659K -$40.3K -1,000 -6%
EWM
281
Empirical Wealth Management
Washington
$648K -$87.7K -2,178 -12%
Creative Planning
282
Creative Planning
Kansas
$641K -$29.7K -738 -4%
AB
283
Amalgamated Bank
New York
$613K -$12.4K -308 -2%
JPMPWA
284
J.P. Morgan Private Wealth Advisors
California
$604K +$57.8K +1,434 +11%
BCM
285
Bayesian Capital Management
New York
$600K +$600K +14,902 New
KRS
286
Kentucky Retirement Systems
Kentucky
$598K +$27.4K +681 +5%
PA
287
PSI Advisors
Florida
$593K -$845 -21 -0.1%
SIM
288
Sentry Investment Management
Wisconsin
$591K
TC
289
Trilogy Capital
California
$590K -$52.7K -1,308 -8%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$581K
M&T Bank
291
M&T Bank
New York
$573K +$4.11K +102 +0.7%
SC
292
SRB Corp
Massachusetts
$545K
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$526K +$30.9K +767 +6%
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$524K +$84.6K +2,100 +19%
CG
295
Colony Group
Massachusetts
$513K +$14.7K +364 +3%
AP
296
Advisor Partners
California
$500K -$23.7K -589 -5%
SWP
297
Strategic Wealth Partners
Ohio
$490K +$490K +12,174 New
LOAMS
298
Lombard Odier Asset Management (Switzerland)
Switzerland
$488K +$488K +12,116 New
OTPPB
299
Ontario Teachers' Pension Plan Board
Ontario, Canada
$485K
VIA
300
Vident Investment Advisory
Georgia
$482K +$523 +13 +0.1%