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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 %
KA
476
Kaizen Advisory
Illinois
$37K
Simplex Trading
477
Simplex Trading
Illinois
$35K -$32.2K -552 -48%
SWA
478
Sutton Wealth Advisors
Florida
$34.6K
HCM
479
Hilton Capital Management
New York
$34K +$34K +586 New
SV
480
Stilwell Value
New York
$32K
CAW
481
Cornerstone Advisors (Washington)
Washington
$31K
ClearBridge Investments
482
ClearBridge Investments
New York
$30K +$177 +3 +0.6%
CAC
483
Certified Advisory Corp
Florida
$29K +$6.09K +104 +27%
AWM
484
Avior Wealth Management
Nebraska
$28K
RCAG
485
Rehmann Capital Advisory Group
Michigan
$28K +$2.05K +35 +8%
WEC
486
Winslow Evans & Crocker
Massachusetts
$26K
MMG
487
Monetary Management Group
Missouri
$26K
FC
488
Ferris Capital
Massachusetts
$25K
AAP
489
Arax Advisory Partners
Colorado
$24K -$467 -8 -2%
AF
490
Advisornet Financial
Minnesota
$24K
VFA
491
Valeo Financial Advisors
Indiana
$24K +$4.99K +106 +26%
FANJ
492
Financial Architects (New Jersey)
New Jersey
$23K +$2.62K +44 +13%
GAM
493
Gemmer Asset Management
California
$22K
AIM
494
Advantage Investment Management
Iowa
$21K -$5.79K -100 -22%
FCFS
495
First Command Financial Services
Texas
$21K
FCB
496
First Command Bank
Texas
$21K
VEA
497
Virtus ETF Advisers
New York
$20K
RFM
498
Royal Fund Management
Florida
$19K +$15.8K +273 +488%
AP
499
Atwood & Palmer
Missouri
$18K -$5.96K -100 -25%
CAGAS
500
Capital Advisory Group Advisory Services
Minnesota
$18K -$3.21K -55 -15%