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Principal Financial Group

752 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.85%72.27% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 284

Holders
752
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
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$43.6M
3 +$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1 -$263M
2 -$119M
3 -$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$525K
377
$517K
378
$516K
379
$506K
380
$506K
381
$503K
382
$499K
383
$498K
384
$492K
385
$491K
386
$488K
387
$480K
388
$477K
389
$477K
390
$470K
391
$461K
392
$456K
393
$448K
394
$444K
395
$442K
396
$442K
397
$439K
398
$439K
399
$438K
400
$438K