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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 %
CHP
501
Cable Hill Partners
Oregon
$18K
TSW
502
Thompson Siegel & Walmsley
Virginia
$18K
WB
503
Webster Bank
Connecticut
$18K
WAS
504
Winch Advisory Services
Wisconsin
$18K +$178 +3 +1%
MWM
505
MinichMacGregor Wealth Management
New York
$17K
OC
506
Oakworth Capital
Alabama
$17K
DBT
507
Dubuque Bank & Trust
Iowa
$17K +$17K +283 New
JA
508
JOYN Advisors
Georgia
$16K -$4.95K -85 -24%
JWA
509
JFS Wealth Advisors
Pennsylvania
$16K -$2.4K -42 -13%
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$16K
HRC
511
Hoertkorn Richard Charles
$16K
WA
512
WealthTrust-Arizona
Arizona
$16K +$1.05K +18 +7%
ZB
513
Zions Bancorporation
Utah
$15K -$5.86K -102 -28%
TCOV
514
Trust Company of Vermont
Vermont
$15K
LWA
515
Lenox Wealth Advisors
New York
$15K
VNA
516
Valley National Advisers
Pennsylvania
$15K +$179 +3 +1%
TFA
517
Toth Financial Advisory
Virginia
$15K +$179 +3 +1%
CIA
518
CSat Investment Advisory
Michigan
$15K +$3.27K +56 +28%
CWA
519
Clarus Wealth Advisors
Arizona
$14K
WCM
520
Whitener Capital Management
North Carolina
$14K +$14K +253 New
FMTCOCP
521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
BWA
522
BDO Wealth Advisors
Florida
$13K
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$11.8K -203 -50%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$12K
WCAMG
525
Woodard & Company Asset Management Group
North Carolina
$12K