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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
401
$519K
402
$517K
403
$501K
404
$501K
405
$497K
406
$488K
407
$485K
408
$484K
409
$480K
410
$476K
411
$475K
412
$469K
413
$468K
414
$464K
415
$460K
416
$458K
417
$457K
418
$454K
419
$449K
420
$448K
421
$446K
422
$445K
423
$445K
424
$443K
425
$442K