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Principal Financial Group

780 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 270 increasing their positions, 270 reducing their positions, and 79 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:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 778780 (+2)

0% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 270

8% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.17B)

Holders
780
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
$21.5M
Puts
$8.69M
Net Calls
Net Calls Change

Top Buyers

1 +$50.3M
2 +$48.6M
3 +$40.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$31.7M
5
WP
Woodline Partners
California
+$28.4M

Top Sellers

1 -$103M
2 -$41.3M
3 -$39.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$37.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.13M
277
$1.12M
278
$1.11M
279
$1.11M
280
$1.11M
281
$1.05M
282
$1.05M
283
$1.05M
284
$1.04M
285
$1.04M
286
$1.01M
287
$1.01M
288
$970K
289
$969K
290
$938K
291
$913K
292
$908K
293
$906K
294
$887K
295
$875K
296
$870K
297
$870K
298
$864K
299
$860K
300
$858K