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Principal Financial Group

752 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.85%72.27% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 284

Holders
752
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
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$43.6M
3 +$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1 -$263M
2 -$119M
3 -$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
501
$229K
502
$229K
503
$226K
504
$226K
505
$225K
506
$225K
507
$221K
508
$221K
509
$220K
510
$220K
511
$219K
512
$219K
513
$218K
514
$216K
515
$211K
516
$211K
517
$211K
518
$210K
519
$210K
520
$206K
521
$205K
522
$204K
523
$203K
524
$202K
525
$199K