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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 %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$277K +$2.35K +40 +0.9%
Qube Research & Technologies (QRT)
377
Qube Research & Technologies (QRT)
United Kingdom
$277K +$277K +4,735 New
VIM
378
Veritas Investment Management
United Kingdom
$275K
RWA
379
Ropes Wealth Advisors
Massachusetts
$273K +$35.8K +611 +15%
IRF
380
IBM Retirement Fund
New York
$270K -$46.9K -800 -15%
QIM
381
Quest Investment Management
Oregon
$270K
IA
382
IFP Advisors
Florida
$269K -$57.3K -980 -18%
LCP
383
Legacy Capital Partners
Wisconsin
$259K +$259K +4,419 New
Arrowstreet Capital
384
Arrowstreet Capital
Massachusetts
$258K -$15M -255,967 -98%
SGA
385
Strategic Global Advisors
California
$256K
AWA
386
Arete Wealth Advisors
Illinois
$249K -$23.2K -395 -9%
CA
387
Calton & Associates
Florida
$248K -$5.04K -86 -2%
RFC
388
Regions Financial Corp
Alabama
$246K -$43.8K -749 -15%
FHA
389
Flagship Harbor Advisors
Massachusetts
$246K +$59 +1 +0%
OC
390
Oppenheimer & Co
New York
$240K +$240K +4,088 New
UFF
391
USA Financial Formulas
Michigan
$239K +$239K +4,518 New
CNBT
392
Canandaigua National Bank & Trust
New York
$235K +$235K +4,009 New
AIM
393
Achmea Investment Management
Netherlands
$233K -$401K -6,872 -63%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$231K
FM
395
Foster & Motley
Ohio
$231K +$5.86K +100 +3%
MYAM
396
Meiji Yasuda Asset Management
Japan
$223K
SFS
397
Sowell Financial Services
Arkansas
$221K +$221K +3,774 New
WG
398
Winton Group
United Kingdom
$220K -$141K -2,401 -39%
WB
399
WesBanco Bank
West Virginia
$217K +$217K +3,703 New
BHWM
400
Bar Harbor Wealth Management
New Hampshire
$217K +$217K +3,705 New