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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
451
$324K
452
$322K
453
$321K
454
$320K
455
$316K
456
$312K
457
$312K
458
$309K
459
$307K
460
$304K
461
$304K
462
$303K
463
$302K
464
$296K
465
$294K
466
$294K
467
$290K
468
$286K
469
$285K
470
$283K
471
$281K
472
$280K
473
$280K
474
$279K
475
$276K