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Principal Financial Group

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M
Name Market Value Shares Shares
Change
Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$16K 249 +249 New
FMTCOCP
502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.2K 220
CPIG
503
Chicago Partners Investment Group
Illinois
$14K 225 -400 -64%
SA
504
SRH Advisors
Kansas
$14K 211
BWA
505
BDO Wealth Advisors
Florida
$14K 218
HI
506
Hudock Inc
Pennsylvania
$14K 226 +1 +0.4%
MFW
507
Mosaic Family Wealth
Missouri
$14K 221 +1 +0.5%
WA
508
Winfield Associates
Ohio
$14K 211 +35 +20%
MFT
509
Moisand Fitzgerald Tamayo
Florida
$14K 210 +210 New
DAM
510
Delta Asset Management
Tennessee
$13K 201
SBL
511
Sargent Bickham Lagudis
Colorado
$13K 202
PCP
512
Proficio Capital Partners
Massachusetts
$13K 206
GBT
513
Grove Bank & Trust
Florida
$13K 195
PCM
514
Penserra Capital Management
California
$13K 213 +51 +31%
WPA
515
West Paces Advisors
Georgia
$12.9K 201
CTB
516
Country Trust Bank
Illinois
$12K 184
VIA
517
Vantage Investment Advisors
Pennsylvania
$12K 193
SSB
518
Sandy Spring Bank
Maryland
$12K 180
OFW
519
Omnia Family Wealth
Florida
$12K 187 +1 +0.5%
TFO
520
Tarbox Family Office
California
$12K 188 +29 +18%
First Manhattan
521
First Manhattan
New York
$11K 175
BTIS
522
BB&T Investment Services
North Carolina
$11K 159
CAL
523
Capital Advisors Ltd
Ohio
$11K 177
CAPTRUST Financial Advisors
524
CAPTRUST Financial Advisors
North Carolina
$11K 177 +177 New
CPA
525
Clear Perspective Advisors
Illinois
$10K 153