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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 %
QCG
426
Quadrant Capital Group
Ohio
$103K
CTC
427
Central Trust Company
Missouri
$100K
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
ONST
429
Old North State Trust
North Carolina
$98K +$98K +1,649 New
KJWM
430
Kiley Juergens Wealth Management
Washington
$94K
SCM
431
Silvant Capital Management
Georgia
$93K
RE
432
RBC Europe
United Kingdom
$92.2K
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$91K +$91K +1,550 New
FMT
434
First Mercantile Trust
Tennessee
$88K -$23.3K -400 -21%
NIT
435
NumerixS Investment Technologies
British Columbia, Canada
$87K -$524K -8,919 -86%
DZ Bank
436
DZ Bank
Germany
$85K
CLOS
437
Compagnie Lombard Odier SCmA
Switzerland
$85K
SWP
438
Stratos Wealth Partners
Ohio
$81K +$81K +1,389 New
S
439
SignatureFD
Georgia
$80K -$49K -838 -38%
PCG
440
Private Capital Group
Connecticut
$80K -$6.55K -113 -8%
ABA
441
American Beacon Advisors
Texas
$77K +$6.09K +104 +9%
VCM
442
Vigilant Capital Management
Maine
$73K
AWM
443
Avondale Wealth Management
Texas
$70K
MSA
444
Marino Stram & Associates
Massachusetts
$70K
SIA
445
Sit Investment Associates
Minnesota
$63K
AF
446
Allworth Financial
California
$63K
PMFA
447
Plante Moran Financial Advisors
Michigan
$63K +$11.5K +195 +22%
TRCT
448
Tower Research Capital (TRC)
New York
$63K +$63K +1,074 New
M
449
MOTCO
Texas
$62K
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$61K +1,040 New