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Principal Financial Group

761 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 251 increasing their positions, 272 reducing their positions, and 61 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: $

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 272

1.61% less ownership

Funds ownership: 72.24%70.64% (-1.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
761
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 +$160M
2 +$49.8M
3 +$47.2M
4
Invesco
Invesco
Georgia
+$46.7M
5
Amundi
Amundi
France
+$39.5M

Top Sellers

1 -$356M
2 -$226M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$92.7M
5
Goldman Sachs
Goldman Sachs
New York
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$340K
452
$337K
453
$330K
454
$330K
455
$327K
456
$324K
457
$324K
458
$322K
459
$320K
460
$320K
461
$320K
462
$319K
463
$318K
464
$315K
465
$314K
466
$311K
467
$311K
468
$305K
469
$301K
470
$301K
471
$299K
472
$293K
473
$292K
474
$290K
475
$288K