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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 %
LWM
526
Lenox Wealth Management
Ohio
$4K 146 +2 +1%
BL
527
Balentine LLC
Georgia
$4K 117 +117 New
WT
528
Whittier Trust
California
$4K 139 +139 New
WPA
529
West Paces Advisors
Georgia
$3.76K 120 -33 -22%
First Manhattan
530
First Manhattan
New York
$3K 98
JWA
531
JFS Wealth Advisors
Pennsylvania
$3K 100
BWA
532
BDO Wealth Advisors
Florida
$3K 100
BFEC
533
Benjamin F. Edwards & Company
Missouri
$3K 100
CHA
534
Carmichael Hill & Associates
Maryland
$3K 87
SC
535
Steph & Co
Wisconsin
$3K 100
FCA
536
FinTrust Capital Advisors
South Carolina
$3K 100
CFFP
537
Center for Financial Planning
Michigan
$3K 100
SSWG
538
Seven Springs Wealth Group
Tennessee
$3K 100
GWS
539
Glassman Wealth Services
Virginia
$3K 80 +10 +14%
SFSIG
540
San Francisco Sentry Investment Group
California
$3K 93 +62 +200%
EI
541
Ellevest Inc
New York
$3K 103 +74 +255%
HS
542
Horan Securities
United States
$3K 110 +110 New
AA
543
Advisory Alpha
Michigan
$2.77K 94
FCH
544
Freestone Capital Holdings
Washington
$2.12K 67,755 -2,583 -4%
BBHC
545
Brown Brothers Harriman & Co
New York
$2K 69 -16 -19%
ME
546
McIlrath & Eck
Washington
$2K 71
RMC
547
Resources Management Corp
Connecticut
$2K 50 +50 New
UFF
548
USA Financial Formulas
Michigan
$2K 64 +64 New
AC
549
AlphaCore Capital
California
$2K 76 +76 New
OAM
550
Oppenheimer Asset Management
New York
$1K 44 -23,001 -100%