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Principal Financial Group

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
401
Bartlett & Co Wealth Management
Ohio
$60.3K
FMT
402
First Mercantile Trust
Tennessee
$60K +$6.51K +207 +12%
AF
403
Advisornet Financial
Minnesota
$60K +$8.16K +260 +16%
BC
404
Bartlett & Co
Ohio
$60K +$60K +1,924 New
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$59K -$2.71M -87,036 -98%
HNB
406
Huntington National Bank
Ohio
$57K -$13.1K -420 -19%
TPCW
407
TD Private Client Wealth
New York
$56.1K +$26.8K +854 +91%
OPS
408
Orion Portfolio Solutions
Nebraska
$56K -$212K -6,778 -79%
CHC
409
City Holding Co
West Virginia
$56K
OIA
410
Optimum Investment Advisors
Illinois
$54K -$4.61K -147 -8%
PA
411
Parallel Advisors
California
$54K +$6.5K +211 +14%
ASN
412
Advisory Services Network
Georgia
$53K +$17.8K +569 +51%
VFA
413
Valeo Financial Advisors
Indiana
$50K -$2.18K -67 -4%
RE
414
RBC Europe
United Kingdom
$49.3K
JFA
415
JNBA Financial Advisors
Minnesota
$46K
CTC
416
Central Trust Company
Missouri
$46K
PRC
417
Pearl River Capital
Michigan
$44K +$44K +1,400 New
PI
418
PineBridge Investments
New York
$42K +$8.19K +262 +24%
SCM
419
Silvant Capital Management
Georgia
$41K
PB
420
Pinnacle Bancorp
Nebraska
$40K
VCM
421
Vigilant Capital Management
Maine
$39K
AssetMark Inc
422
AssetMark Inc
California
$35K -$46.6K -1,477 -57%
CIA
423
CSat Investment Advisory
Michigan
$35K +$1.76K +56 +5%
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$34K
SIA
425
Sit Investment Associates
Minnesota
$34K