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Principal Financial Group

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$250K +$20.2K +645 +9%
WFM
352
Wolff Financial Management
Michigan
$245K
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$245K +$53.6K +1,711 +28%
AI
354
Atria Investments
North Carolina
$244K -$298K -9,511 -55%
CI
355
Cigna Investments
Connecticut
$236K +$14.1K +450 +6%
AP
356
Advisor Partners
California
$232K -$124K -3,983 -35%
RC
357
RegentAtlantic Capital
New Jersey
$232K -$48.3K -1,539 -17%
Verition Fund Management
358
Verition Fund Management
Connecticut
$226K +$226K +7,198 New
OIA
359
OneDigital Investment Advisors
Kansas
$224K +$50.3K +1,603 +29%
GAM
360
Gotham Asset Management
New York
$222K +$6.17K +197 +3%
FMBTD
361
First Midwest Bank Trust Division
Illinois
$221K -$51.6K -1,645 -19%
AFP
362
Ausdal Financial Partners
Iowa
$219K +$119 +4 +0.1%
MML Investors Services
363
MML Investors Services
Massachusetts
$216K +$10.2K +326 +5%
WS
364
Wedbush Securities
California
$216K +$11.8K +376 +6%
BOH
365
Bank of Hawaii
Hawaii
$215K -$22.9K -732 -10%
WANY
366
Wealthspire Advisors (New York)
New York
$214K +$214K +6,841 New
MCP
367
Martin Capital Partners
Oregon
$202K -$1.2M -38,126 -86%
Neuberger Berman Group
368
Neuberger Berman Group
New York
$202K -$79.5K -2,539 -28%
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$201K +$5.48K +200 +3%
IRF
370
IBM Retirement Fund
New York
$201K +$74.8K +2,390 +59%
SPIA
371
Steward Partners Investment Advisory
New York
$195K -$19.5K -625 -9%
VI
372
Vestcor Inc
New Brunswick, Canada
$173K +$32.9K +1,050 +23%
Macquarie Group
373
Macquarie Group
Australia
$163K
CBT
374
Capital Bank & Trust
California
$153K
JFGIW
375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K -$333K -10,650 -69%