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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 %
W
376
Wealthfront
California
$378K -$229K -3,768 -38%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$376K -$58.8K -965 -14%
NIMI
378
Natixis Investment Managers International
France
$371K +$371K +6,088 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$370K -$27.9K -458 -7%
IAA
380
Independent Advisor Alliance
North Carolina
$368K +$5.28K +89 +1%
GWM
381
Geneos Wealth Management
Colorado
$363K -$2.01K -33 -0.6%
IRF
382
IBM Retirement Fund
New York
$358K -$42K -689 -10%
AIP
383
Ameritas Investment Partners
Nebraska
$354K
SPIA
384
Steward Partners Investment Advisory
New York
$354K +$2.74K +45 +0.8%
NWM
385
Northwest Wealth Management
Iowa
$352K +$352K +5,781 New
AP
386
Advisor Partners
California
$342K -$35.9K -590 -10%
RBA
387
Richard Bernstein Advisors
New York
$342K
HTC
388
Haverford Trust Company
Pennsylvania
$339K +$49.9K +820 +17%
GXMC
389
Global X Management Company
New York
$329K +$8.47K +139 +3%
SWM
390
SeaCrest Wealth Management
New York
$323K +$111K +1,825 +53%
BTS
391
BB&T Securities
Virginia
$321K -$83K -1,365 -21%
FAAS
392
First Allied Advisory Services
California
$317K -$109K -1,767 -26%
PCM
393
Poehling Capital Management
Wisconsin
$312K -$793 -13 -0.3%
RFC
394
Regions Financial Corp
Alabama
$310K
ECM
395
Element Capital Management
New York
$307K +$307K +5,034 New
SC
396
Savant Capital
Illinois
$300K +$61 +1 +0%
CBT
397
Capital Bank & Trust
California
$297K
CA
398
Calton & Associates
Florida
$293K -$243 -4 -0.1%
ECM
399
ETrade Capital Management
Virginia
$293K +$17.6K +289 +6%
FA
400
FDx Advisors
Illinois
$289K -$148K -2,425 -34%