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Principal Financial Group

719 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 728719 (-9)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$825M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 281

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$69.5M
2 +$46.6M
3 +$41.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$32.9M
5
GC
Gillson Capital
Illinois
+$23.2M

Top Sellers

1 -$117M
2 -$36.1M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$30.4M
5
Goldman Sachs
Goldman Sachs
New York
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.63M
227
$1.63M
228
$1.59M
229
$1.58M
230
$1.58M
231
$1.57M
232
$1.57M
233
$1.56M
234
$1.54M
235
$1.54M
236
$1.52M
237
$1.52M
238
$1.49M
239
$1.49M
240
$1.48M
241
$1.47M
242
$1.47M
243
$1.46M
244
$1.45M
245
$1.45M
246
$1.44M
247
$1.44M
248
$1.43M
249
$1.42M
250
$1.42M