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Principal Financial Group

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
401
Macquarie Group
Australia
$320K
OIA
402
OneDigital Investment Advisors
Kansas
$319K +$245K +4,291 +332%
FWCM
403
Ferguson Wellman Capital Management
Oregon
$318K -$34.8K -610 -10%
PA
404
Profund Advisors
Maryland
$315K -$63.2K -1,105 -17%
AWA
405
Arete Wealth Advisors
Illinois
$313K +$1.37K +24 +0.4%
CIM
406
Contravisory Investment Management
Massachusetts
$313K +$313K +5,480 New
GHA
407
GW Henssler & Associates
Georgia
$309K -$51.5K -900 -14%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$307K -$2.29K -40 -0.7%
ZCA
409
Zeke Capital Advisors
Pennsylvania
$305K
MFG
410
Magnus Financial Group
New York
$302K
RC
411
RegentAtlantic Capital
New Jersey
$300K +$300K +5,258 New
TCM
412
Teza Capital Management
Illinois
$297K +$297K +5,190 New
FNT
413
First National Trust
Pennsylvania
$294K -$89.6K -1,570 -23%
BIM
414
Bridges Investment Management
Nebraska
$294K
CBT
415
Capital Bank & Trust
California
$287K +$8.4K +147 +3%
FSA
416
Financial Sense Advisors
California
$286K
SC
417
Savant Capital
Illinois
$286K +$1.77K +31 +0.6%
CANY
418
Caxton Associates (New York)
New York
$285K +$285K +4,991 New
Walleye Trading
419
Walleye Trading
New York
$281K +$281K +4,911 New
GCA
420
Gideon Capital Advisors
New York
$276K +$276K +4,828 New
SBWM
421
Sunflower Bank Wealth Management
Arizona
$272K -$146K -2,550 -35%
AssetMark Inc
422
AssetMark Inc
California
$270K -$31.2K -546 -10%
SWM
423
SeaCrest Wealth Management
New York
$270K -$57 -1 -0%
PAG
424
Private Advisor Group
New Jersey
$267K -$193K -3,389 -42%
RWA
425
Ropes Wealth Advisors
Massachusetts
$266K -$2.62K -46 -1%