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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
401
$475K
402
$474K
403
$468K
404
$468K
405
$466K
406
$464K
407
$463K
408
$461K
409
$459K
410
$450K
411
$441K
412
$439K
413
$426K
414
$422K
415
$413K
416
$413K
417
$410K
418
$407K
419
$404K
420
$404K
421
$403K
422
$400K
423
$398K
424
$395K
425
$391K