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Principal Financial Group

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
401
Berman Capital Advisors
Georgia
$121K +$14.6K +355 +14%
JCM
402
Jacobi Capital Management
Pennsylvania
$119K +$5.77K +139 +5%
TH
403
TCTC Holdings
Texas
$116K +$116K +2,805 New
FCA
404
FinTrust Capital Advisors
South Carolina
$112K +$108K +2,596 +2,596%
BAM
405
Belpointe Asset Management
Nevada
$108K +$108K +2,610 New
BGIM
406
Brandywine Global Investment Management
Pennsylvania
$103K -$10.1M -242,257 -99%
TFGT
407
TS Financial Group (TSFG)
Illinois
$103K
FWM
408
Focused Wealth Management
New York
$102K
CA
409
Clearstead Advisors
Ohio
$97K -$4.15K -100 -4%
OIA
410
Optimum Investment Advisors
Illinois
$94K +$22.7K +547 +32%
Parallax Volatility Advisers
411
Parallax Volatility Advisers
California
$92K +$92K +2,208 New
AF
412
Allworth Financial
California
$91K -$53.8K -1,293 -37%
QCG
413
Quadrant Capital Group
Ohio
$86K -$261K -6,280 -75%
PCM
414
Prelude Capital Management
New York
$86K +$86K +2,062 New
FA
415
Fortis Advisors
Pennsylvania
$85K
AF
416
Advisornet Financial
Minnesota
$84K +$4.49K +108 +6%
DOA
417
D'Orazio & Associates
Virginia
$82K
S
418
SignatureFD
Georgia
$81K -$3.19K -77 -4%
RIM
419
Rampart Investment Management
Connecticut
$81K -$1.58K -38 -2%
MIFH
420
Migdal Insurance & Financial Holdings
Israel
$80K -$497 -12 -0.6%
BC
421
Bartlett & Co
Ohio
$80K
BCWM
422
Bartlett & Co Wealth Management
Ohio
$79.9K
OPS
423
Orion Portfolio Solutions
Nebraska
$79K +$4.45K +107 +6%
HNB
424
Huntington National Bank
Ohio
$76K
FMT
425
First Mercantile Trust
Tennessee
$75K -$4.41K -106 -6%