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Principal Financial Group

764 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

7% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 272

1.52% less ownership

Funds ownership: 72.27%70.75% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$21.1M
Net Calls
Net Calls Change

Top Buyers

1 +$149M
2 +$46.3M
3 +$43.9M
4
Invesco
Invesco
Georgia
+$43.4M
5
Amundi
Amundi
France
+$40.2M

Top Sellers

1 -$331M
2 -$210M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$86.1M
5
Goldman Sachs
Goldman Sachs
New York
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$601K
377
$600K
378
$596K
379
$594K
380
$590K
381
$587K
382
$578K
383
$574K
384
$566K
385
$564K
386
$562K
387
$560K
388
$550K
389
$549K
390
$544K
391
$540K
392
$538K
393
$538K
394
$536K
395
$532K
396
$529K
397
$528K
398
$527K
399
$523K
400
$523K