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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
476
$290K
477
$288K
478
$287K
479
$283K
480
$282K
481
$282K
482
$281K
483
$279K
484
$274K
485
$274K
486
$274K
487
$274K
488
$272K
489
$272K
490
$271K
491
$271K
492
$270K
493
$265K
494
$264K
495
$263K
496
$259K
497
$259K
498
$255K
499
$255K
500
$249K