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Principal Financial Group

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
551
BDO Wealth Advisors
Florida
$13K
HI
552
Hudock Inc
Pennsylvania
$13K +$57 +1 +0.4%
WCAMG
553
Woodard & Company Asset Management Group
North Carolina
$12K
DAM
554
Delta Asset Management
Tennessee
$12K
VIA
555
Vantage Investment Advisors
Pennsylvania
$12K
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$12K +$11.5K +190 +2,375%
PAI
557
Pittenger & Anderson Inc
Nebraska
$11K
CTB
558
Country Trust Bank
Illinois
$11K
SSB
559
Sandy Spring Bank
Maryland
$11K
CAL
560
Capital Advisors Ltd
Ohio
$11K
CFD
561
Creative Financial Designs
Indiana
$11K +$2.49K +41 +29%
RA
562
Rational Advisors
New York
$11K +$11K +176 New
TFO
563
Tarbox Family Office
California
$10K -$1.82K -29 -15%
First Manhattan
564
First Manhattan
New York
$10K
PCP
565
Proficio Capital Partners
Massachusetts
$10K
WPA
566
West Paces Advisors
Georgia
$9.32K
CPA
567
Clear Perspective Advisors
Illinois
$9K -$11K -153 Closed
SBL
568
Sargent Bickham Lagudis
Colorado
$9K -$3.37K -55 -27%
PO
569
Private Ocean
California
$9K
KCPG
570
Kavar Capital Partners Group
Kansas
$9K +$9K +143 New
WTC
571
WhitTier Trust Company
Nevada
$8K
SFM
572
Signet Financial Management
New Jersey
$8K +$8K +133 New
FWM
573
Focused Wealth Management
New York
$7K
APSP
574
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K
EARNEST Partners
575
EARNEST Partners
Georgia
$7K