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Principal Financial Group

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
MCP
351
Martin Capital Partners
Oregon
$355K +$355K +6,060 New
AP
352
Advisor Partners
California
$351K +$27.1K +462 +8%
American Century Companies
353
American Century Companies
Missouri
$348K +$3.4K +58 +1%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$338K +$247K +4,223 +273%
NWM
355
Northwest Wealth Management
Iowa
$334K +$36.1K +616 +12%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$328K -$13K -222 -4%
Squarepoint
357
Squarepoint
New York
$320K -$13.6M -232,686 -98%
DIM
358
DC Investments Management
Virginia
$316K +$316K +5,394 New
AQR Capital Management
359
AQR Capital Management
Connecticut
$314K -$4.79M -81,675 -94%
Harris Associates
360
Harris Associates
Illinois
$313K -$11.7M -199,669 -97%
Mariner
361
Mariner
Kansas
$312K -$568K -9,688 -65%
QSS
362
Quantitative Systematic Strategies
Florida
$308K -$1.78M -30,331 -85%
BAM
363
Berkshire Asset Management
Pennsylvania
$308K -$93.4K -1,596 -23%
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
$308K +$4.98K +85 +2%
ZCA
365
Zeke Capital Advisors
Pennsylvania
$302K +$302K +5,160 New
IAA
366
Independent Advisor Alliance
North Carolina
$300K -$29.9K -714 -9%
VIA
367
Vident Investment Advisory
Georgia
$300K +$14.3K +245 +5%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$293K -$820 -14 -0.3%
BWM
369
BerganKDV Wealth Management
Minnesota
$293K +$55.4K +946 +23%
GAMA
370
Graticule Asia Macro Advisors
New York
$293K +$293K +5,000 New
SC
371
Savant Capital
Illinois
$289K +$59 +1 +0%
PCM
372
Poehling Capital Management
Wisconsin
$289K +$18.2K +310 +7%
CBT
373
Capital Bank & Trust
California
$286K +$293 +5 +0.1%
AIP
374
Ameritas Investment Partners
Nebraska
$284K -$16.3K -279 -5%
SWM
375
SeaCrest Wealth Management
New York
$278K +$7.78K +133 +3%