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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
551
$205K
552
$205K
553
$201K
554
$200K
555
$191K
556
$190K
557
$177K
558
$175K
559
$173K
560
$168K
561
$168K
562
$167K
563
$167K
564
$163K
565
$160K
566
$151K
567
$151K
568
$149K
569
$140K
570
$136K
571
$136K
572
$132K
573
$130K
574
$125K
575
$121K