PFG icon

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 %
SO
401
STRS Ohio
Ohio
$215K -$409K -6,991 -66%
Axa
402
Axa
France
$212K -$111K -1,900 -34%
Cetera Investment Advisers
403
Cetera Investment Advisers
Illinois
$212K +$212K +3,636 New
LC
404
Lourd Capital
California
$211K +$211K +3,595 New
PWMAG
405
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$208K +3,555 New
APA
406
American Portfolios Advisors
New York
$206K -$47.1K -804 -19%
AC
407
Avestar Capital
New York
$204K +$39.2K +746 +24%
Bessemer Group
408
Bessemer Group
New Jersey
$202K +$11.9K +203 +6%
Korea Investment Corp
409
Korea Investment Corp
South Korea
$197K -$3.63M -61,934 -95%
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$179K -$13.9K -237 -7%
IFAM
411
Institutional & Family Asset Management
Colorado
$175K
JCM
412
Jacobi Capital Management
Pennsylvania
$159K +$176 +3 +0.1%
RIM
413
Rampart Investment Management
Connecticut
$156K -$269K -9,472 -63%
APP
414
Avantax Planning Partners
Iowa
$152K +$152K +2,594 New
AIM
415
Arcadia Investment Management
Michigan
$147K -$338K -5,777 -70%
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$138K -$83.4K -1,423 -38%
DCM
417
Dupont Capital Management
Delaware
$138K
FWM
418
Focused Wealth Management
New York
$135K -$6.46K -110 -5%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$5.8K +99 +5%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$121K -$14K -240 -10%
FA
421
Fortis Advisors
Pennsylvania
$120K
HNB
422
Huntington National Bank
Ohio
$117K +$28.3K +483 +32%
DOA
423
D'Orazio & Associates
Virginia
$116K
OIA
424
Optimum Investment Advisors
Illinois
$107K
CHC
425
City Holding Co
West Virginia
$104K