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Principal Financial Group

719 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 281 reducing their positions, and 65 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:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 728719 (-9)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$825M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 281

Holders
719
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
$18M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$69.5M
2 +$46.6M
3 +$41.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$32.9M
5
GC
Gillson Capital
Illinois
+$23.2M

Top Sellers

1 -$117M
2 -$36.1M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$30.4M
5
Goldman Sachs
Goldman Sachs
New York
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$302K
452
$299K
453
$299K
454
$299K
455
$299K
456
$298K
457
$290K
458
$285K
459
$283K
460
$282K
461
$281K
462
$281K
463
$278K
464
$278K
465
$278K
466
$274K
467
$273K
468
$272K
469
$270K
470
$269K
471
$262K
472
$262K
473
$260K
474
$255K
475
$255K