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Principal Financial Group

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$956K
GIA
302
Gargoyle Investment Advisor
New Jersey
$952K
ZIG
303
Zurich Insurance Group
Switzerland
$938K -$3.14M -51,506 -77%
FDS
304
Freedom Day Solutions
Texas
$936K +$50K +821 +6%
Franklin Resources
305
Franklin Resources
California
$932K
SFG
306
SevenBridge Financial Group
Pennsylvania
$930K -$28.2K -462 -3%
WAM
307
Wolverine Asset Management
Illinois
$913K +$913K +15,000 New
GIA
308
Gateway Investment Advisers
Ohio
$912K -$14.5M -238,571 -94%
Axa
309
Axa
France
$889K
CTA
310
Chesley Taft & Associates
Illinois
$879K -$33.5K -550 -4%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$864K -$93.9K -1,541 -10%
KRS
312
Kentucky Retirement Systems
Kentucky
$856K -$152K -2,502 -15%
B
313
Barings
North Carolina
$832K
AIM
314
Arcadia Investment Management
Michigan
$815K +$207K +3,400 +34%
LS
315
Livforsakringsbolaget Skandia
Sweden
$806K
AIA
316
Allegis Investment Advisors
Idaho
$790K +$534K +8,769 +209%
EHWM
317
Eads & Heald Wealth Management
Georgia
$788K -$28.9K -475 -4%
OAM
318
Oxford Asset Management
United Kingdom
$772K -$832K -13,656 -52%
PT
319
Plimoth Trust
Massachusetts
$770K +$341K +5,602 +80%
HB
320
Homrich & Berg
Georgia
$743K +$110K +1,806 +17%
QSS
321
Quantitative Systematic Strategies
Florida
$732K -$205K -3,373 -22%
M&T Bank
322
M&T Bank
New York
$725K -$29.7K -488 -4%
Creative Planning
323
Creative Planning
Kansas
$701K +$17.7K +290 +3%
FBFS
324
First Business Financial Services
Wisconsin
$694K +$38.2K +627 +6%
SRAM
325
Stone Ridge Asset Management
New York
$691K -$195K -3,200 -22%