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Principal Financial Group

614 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.14M

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1% more funds holding

Funds holding: 610614 (+4)

0.8% less ownership

Funds ownership: 72.71%71.92% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 228

2% less capital invested

Capital invested by funds: $11.7B → $11.4B (-$264M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
614
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
228
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
551
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$450 +8 +3%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$16K +$676 +12 +4%
SSB
553
Sandy Spring Bank
Maryland
$16K +$5.63K +100 +56%
CIAS
554
Capital Investment Advisory Services
North Carolina
$15K
KTC
555
Kistler-Tiffany Companies
Pennsylvania
$15K
LWA
556
Lenox Wealth Advisors
New York
$15K
VRM
557
Vectors Research Management
New York
$15K
VNA
558
Valley National Advisers
Pennsylvania
$15K +$281 +5 +2%
EW
559
Evoke Wealth
California
$14.8K +$14.6K +259 New
TFO
560
Tarbox Family Office
California
$14K
WCM
561
Whitener Capital Management
North Carolina
$14K
HI
562
Human Investing
Oregon
$13K
MFT
563
Moisand Fitzgerald Tamayo
Florida
$12K
SIM
564
Sonora Investment Management
Arizona
$12K
SA
565
SRH Advisors
Kansas
$12K
WC
566
Weil Company
California
$12K +$12.1K +215 New
CTB
567
Country Trust Bank
Illinois
$11K
MAM
568
Meeder Asset Management
Ohio
$11K +$1.24K +22 +13%
PCM
569
Penserra Capital Management
California
$10K -$118K -2,094 -91%
HPC
570
HM Payson & Co
Maine
$10K
MAM
571
Marquette Asset Management
Minnesota
$10K
PO
572
Private Ocean
California
$10K
DAM
573
Delta Asset Management
Tennessee
$9K
WPA
574
West Paces Advisors
Georgia
$8.74K
EARNEST Partners
575
EARNEST Partners
Georgia
$7K