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Principal Financial Group

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M
Name Market Value Shares Shares
Change
Shares
Change %
LS
501
Leelyn Smith
Illinois
$7K 234
TC
502
Truvestments Capital
Florida
$7K 235 +235 New
TFO
503
Tarbox Family Office
California
$6K 181 -32 -15%
CFGS
504
Concourse Financial Group Securities
Alabama
$6K 197 -11 -5%
HPC
505
HM Payson & Co
Maine
$6K 180
SSB
506
Sandy Spring Bank
Maryland
$6K 180
LPWM
507
Lake Point Wealth Management
Texas
$6K 189
CTB
508
Country Trust Bank
Illinois
$6K 184
CCM
509
Cox Capital Management
Massachusetts
$6K 109 +109 New
GEA
510
Glen Eagle Advisors
New Jersey
$5.33K 170 -100 -37%
MAM
511
Marquette Asset Management
Minnesota
$5K 168
DAM
512
Delta Asset Management
Tennessee
$5K 151
AWM
513
AllSquare Wealth Management
New York
$5K 145 +145 New
AIS
514
Accurate Investment Solutions
Pennsylvania
$5K 150 +150 New
SMG
515
Spectrum Management Group
Indiana
$5K 150 +150 New
VCM
516
Versant Capital Management
Arizona
$5K 191 +191 New
EW
517
Evoke Wealth
California
$4.35K 139 -121 -47%
WTC
518
WhitTier Trust Company
Nevada
$4K 127 -65 -34%
IRC
519
Investors Research Corp
Georgia
$4K 126
EARNEST Partners
520
EARNEST Partners
Georgia
$4K 116
RFA
521
Reilly Financial Advisors
California
$4K 115
PO
522
Private Ocean
California
$4K 159
FPB
523
First PREMIER Bank
South Dakota
$4K 125
FHA
524
Flagship Harbor Advisors
Massachusetts
$4K 113
LWM
525
Lenox Wealth Management
Ohio
$4K 146 +2 +1%