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Principal Financial Group

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M
Name Market Value Shares Shares
Change
Shares
Change %
CPA
526
Clear Perspective Advisors
Illinois
$10K 153
TFO
527
Tarbox Family Office
California
$10K 159
AIL
528
AGF Investments LLC
Ontario, Canada
$10K 152
PCM
529
Penserra Capital Management
California
$10K 162 +162 New
WA
530
WealthTrust-Arizona
Arizona
$9K 142
CFD
531
Creative Financial Designs
Indiana
$9K 139 +139 New
WTC
532
WhitTier Trust Company
Nevada
$8K 127
FWM
533
Focused Wealth Management
New York
$7K 110
QAM
534
QCI Asset Management
New York
$7K 105
APSP
535
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K 117
PG
536
Patten Group
Tennessee
$7K 100
NIC
537
Northwest Investment Counselors
Oregon
$7K 113 +113 New
AIM
538
Anchor Investment Management
South Carolina
$6.41K 100 -2,860 -97%
SIM
539
Sonora Investment Management
Arizona
$6.41K 100
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$6.41K 100
ZB
541
Zions Bancorporation
Utah
$6K 89 -148 -62%
PWM
542
Perigon Wealth Management
California
$6K 100 -127 -56%
BFEC
543
Benjamin F. Edwards & Company
Missouri
$6K 100
IP
544
Isthmus Partners
Wisconsin
$5K 79 -750 -90%
EWM
545
Evercore Wealth Management
New York
$5K 80
RFA
546
Reilly Financial Advisors
California
$5K 83
PFBT
547
Parkside Financial Bank & Trust
Missouri
$4K 65
AssetMark Inc
548
AssetMark Inc
California
$4K 57
SIA
549
Sit Investment Associates
Minnesota
$4K 64 +64 New
DBT
550
Dubuque Bank & Trust
Iowa
$3K 47 -479 -91%