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Principal Financial Group

739 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 278 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $15.1B → $13.4B (-$1.71B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 94

Holders
739
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
$22.6M
Puts
$14.5M
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$126M
3 +$108M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$38.5M

Top Sellers

1 -$270M
2 -$153M
3 -$147M
4
Morgan Stanley
Morgan Stanley
New York
-$120M
5
Ameriprise
Ameriprise
Minnesota
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
501
$224K
502
$223K
503
$223K
504
$223K
505
$220K
506
$220K
507
$219K
508
$218K
509
$218K
510
$217K
511
$217K
512
$215K
513
$215K
514
$210K
515
$210K
516
$208K
517
$207K
518
$207K
519
$206K
520
$206K
521
$205K
522
$205K
523
$205K
524
$204K
525
$202K