PFG icon

Principal Financial Group

532 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
13.26%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
49
Increased
193
Reduced
186
Closed
45
Calls
$24.3M
Puts
$6.36M
Net Calls
+$17.9M
Net Calls Change
+$3.87M
Name Market Value Shares Shares
Change
Shares
Change %
BTIS
501
BB&T Investment Services
North Carolina
$10K 159 +25 +19%
WA
502
WealthTrust-Arizona
Arizona
$9K 142
WA
503
Winfield Associates
Ohio
$9K 140 +140 New
WTC
504
WhitTier Trust Company
Nevada
$8K 127
APSP
505
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K 117 -261 -69%
QAM
506
QCI Asset Management
New York
$7K 105
FWM
507
Focused Wealth Management
New York
$7K 110
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$6.31K 100
SIM
509
Sonora Investment Management
Arizona
$6.31K 100 +100 New
BFEC
510
Benjamin F. Edwards & Company
Missouri
$6K 100
PG
511
Patten Group
Tennessee
$6K 100 +100 New
AIM
512
Advantage Investment Management
Iowa
$6K 100 +100 New
AAF
513
Andra AP-fonden
Sweden
$5.31K 84,200 -12,700 -13%
EWM
514
Evercore Wealth Management
New York
$5K 80 -25 -24%
RFA
515
Reilly Financial Advisors
California
$5K 83
MRCM
516
M&R Capital Management
New Jersey
$5K 94
CBT
517
Central Bank & Trust
Kentucky
$4K 70
PFBT
518
Parkside Financial Bank & Trust
Missouri
$4K 65
AA
519
Apriem Advisors
California
$4K 64
IWM
520
IHT Wealth Management
Illinois
$4K 72 +1 +1%
AssetMark Inc
521
AssetMark Inc
California
$4K 57 +57 New
LYV
522
Live Your Vision
Pennsylvania
$3K 50
VCM
523
Versant Capital Management
Arizona
$3K 49
RFM
524
Royal Fund Management
Florida
$3K 56
WCM
525
Wealthcare Capital Management
Virginia
$2K 25