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Principal Financial Group

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M
Name Market Value Shares Shares
Change
Shares
Change %
OAJ
501
Ogorek Anthony Joseph
New York
$10K 259 -12 -4%
LWA
502
Lenox Wealth Advisors
New York
$10K 259
APWA
503
Atlas Private Wealth Advisors
New Jersey
$10K 239
HPC
504
HM Payson & Co
Maine
$10K 240 +60 +33%
FP
505
Financial Perspectives
Minnesota
$9.58K 238
CI
506
CX Institutional
Indiana
$9K 229 -255 -53%
SA
507
SRH Advisors
Kansas
$9K 211
SIM
508
Sonora Investment Management
Arizona
$9K 213
HI
509
Human Investing
Oregon
$9K 225
LS
510
Leelyn Smith
Illinois
$9K 234
TFA
511
Toth Financial Advisory
Virginia
$9K 220 +20 +10%
VCM
512
Versant Capital Management
Arizona
$9K 237 +46 +24%
LC
513
Lindbrook Capital
California
$8K 192
CFGS
514
Concourse Financial Group Securities
Alabama
$8K 197
ST
515
Smithfield Trust
Pennsylvania
$8K 190
MFT
516
Moisand Fitzgerald Tamayo
Florida
$8K 210
F
517
F3Logic
Minnesota
$7.45K 185 +185 New
MAM
518
Marquette Asset Management
Minnesota
$7K 168
SSB
519
Sandy Spring Bank
Maryland
$7K 180
CTB
520
Country Trust Bank
Illinois
$7K 184
HS
521
Horan Securities
United States
$7K 181 +71 +65%
PFWA
522
Paces Ferry Wealth Advisors
Georgia
$7K 174 +174 New
SLF
523
Sun Life Financial
Ontario, Canada
$6K 151 -12,629 -99%
WT
524
Whittier Trust
California
$6K 139
PO
525
Private Ocean
California
$6K 159