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Principal Financial Group

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
376
Capital Investment Advisors
Georgia
$238K -$3.63K -90 -2%
IFWM
377
Institute for Wealth Management
Colorado
$237K -$65.7K -1,630 -22%
EHWM
378
Eads & Heald Wealth Management
Georgia
$234K -$50.4K -1,253 -18%
QIM
379
Quantitative Investment Management
Virginia
$234K +$234K +5,832 New
E
380
Ergoteles
New York
$226K +$226K +5,600 New
JCIA
381
Jackson Creek Investment Advisors
Colorado
$225K +$225K +5,586 New
GT
382
Greenleaf Trust
Michigan
$222K -$3.74K -93 -2%
AAS
383
Avantax Advisory Services
Texas
$221K +$221K +5,553 New
VI
384
Vestcor Inc
New Brunswick, Canada
$213K -$8.3K -206 -4%
AWA
385
Arete Wealth Advisors
Illinois
$209K +$209K +5,101 New
RIM
386
Redpoint Investment Management
Australia
$206K
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$201K -$3.75K -93 -2%
Wolverine Trading
388
Wolverine Trading
Illinois
$200K +$200K +4,997 New
CAGAS
389
Capital Advisory Group Advisory Services
Minnesota
$197K +$194K +4,817 +6,599%
AII
390
AGF Investments Inc
Ontario, Canada
$193K -$34.5K -856 -15%
AIP
391
Ameritas Investment Partners
Nebraska
$185K
LB
392
Legacy Bridge
Iowa
$184K
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$176K +$6.03K +150 +4%
IMRF
394
Illinois Municipal Retirement Fund
Illinois
$167K +$167K +4,143 New
ASN
395
Advisory Services Network
Georgia
$165K +$165K +4,087 New
O
396
Ossiam
France
$157K -$95.2K -2,364 -38%
IFAM
397
Institutional & Family Asset Management
Colorado
$149K
BCA
398
Berman Capital Advisors
Georgia
$120K +$2.87K +72 +2%
JCM
399
Jacobi Capital Management
Pennsylvania
$116K +$283 +7 +0.2%
CFB
400
Cullen/Frost Bankers
Texas
$113K -$9.79K -243 -8%