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Principal Financial Group

609 hedge funds and large institutions have $11.7B invested in Principal Financial Group in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+19
Holders Change %
+3.22%
% of All Funds
13.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
79
Increased
208
Reduced
204
Closed
51
Calls
$41.8M
Puts
$9.49M
Net Calls
+$32.3M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
376
GW Henssler & Associates
Georgia
$365K -$197K -3,403 -35%
FWCM
377
Ferguson Wellman Capital Management
Oregon
$358K -$168K -2,899 -32%
CL
378
Choreo LLC
Illinois
$358K +$12.1K +209 +3%
TAM
379
Tiverton Asset Management
Delaware
$357K +$357K +6,161 New
PCMC
380
Paragon Capital Management (Colorado)
Colorado
$351K -$6.9K -119 -2%
CIA
381
CSat Investment Advisory
Michigan
$345K +$319K +5,503 +1,228%
SCA
382
Sage Capital Advisors
South Dakota
$344K +$418 +7 +0.1%
AIC
383
Ameritas Investment Company
Nebraska
$343K +$331K +5,717 +2,830%
ZCM
384
Zebra Capital Management
Connecticut
$336K -$42.4K -732 -11%
V
385
Veritable
Delaware
$331K -$5.84K -101 -2%
EWM
386
Empirical Wealth Management
Washington
$329K -$6.78K -117 -2%
ECM
387
ETrade Capital Management
Virginia
$328K +$7.35K +127 +2%
JIC
388
Johnson Investment Counsel
Ohio
$327K +$6.88K +119 +2%
Macquarie Group
389
Macquarie Group
Australia
$325K -$725K -12,500 -69%
WIS
390
Wright Investors Service
Connecticut
$319K +$319K +5,506 New
AWA
391
Arete Wealth Advisors
Illinois
$316K +$74.3K +1,281 +31%
JT
392
Jump Trading
Illinois
$313K -$280K -4,847 -47%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$313K -$2.78K -48 -0.9%
BAM
394
Berkshire Asset Management
Pennsylvania
$313K
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$313K +$14.8K +256 +5%
ZCA
396
Zeke Capital Advisors
Pennsylvania
$310K
SL
397
Signition LP
New York
$309K +$309K +5,331 New
MFG
398
Magnus Financial Group
New York
$307K
AssetMark Inc
399
AssetMark Inc
California
$306K -$82.5K -1,423 -21%
PP
400
Palladium Partners
Virginia
$298K -$141K -2,435 -32%