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Principal Financial Group

614 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.14M

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1% more funds holding

Funds holding: 610614 (+4)

0.8% less ownership

Funds ownership: 72.71%71.92% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 228

2% less capital invested

Capital invested by funds: $11.7B → $11.4B (-$264M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
614
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
228
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
Manchester Capital Management
Vermont
$55K
M
502
MOTCO
Texas
$53K -$1.07K -19 -2%
TAIM
503
TD Ameritrade Investment Management
Nebraska
$53K +$9.51K +169 +22%
LC
504
Lindbrook Capital
California
$52K -$2.42K -43 -4%
TF
505
Tompkins Financial
New York
$48K
TWA
506
TCI Wealth Advisors
Arizona
$47K
PWP
507
Personal Wealth Partners
Minnesota
$44K -$6.76K -120 -14%
TFS
508
TrustCore Financial Services
Tennessee
$43K -$7.71K -137 -15%
GLI
509
Guardian Life Insurance
New York
$43K +$507 +9 +1%
ZB
510
Zions Bancorporation
Utah
$41K
AWM
511
Avondale Wealth Management
Texas
$40K
HIM
512
Hillsdale Investment Management
Ontario, Canada
$40K +$39.4K +700 New
RAM
513
Riggs Asset Management
Pennsylvania
$39K
GRP
514
Global Retirement Partners
California
$38K
First Manhattan
515
First Manhattan
New York
$36K -$2.14K -38 -6%
VEA
516
Virtus ETF Advisers
New York
$34K
SWA
517
Sutton Wealth Advisors
Florida
$33.7K
HCM
518
Hilton Capital Management
New York
$33K
TC
519
Truvestments Capital
Florida
$32K +$338 +6 +1%
SV
520
Stilwell Value
New York
$31K
FHA
521
First Horizon Advisors
Tennessee
$29K -$225 -4 -0.8%
CAC
522
Certified Advisory Corp
Florida
$29K +$113 +2 +0.4%
AIM
523
Anchor Investment Management
South Carolina
$28.6K
CG
524
Cutler Group
California
$27K -$13.5K -240 -33%
AWM
525
Avior Wealth Management
Nebraska
$27K