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Principal Financial Group
755 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 225 increasing their positions, 285 reducing their positions, and 73 closing their positions.
New
Increased
Maintained
Reduced
Closed
59% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 73
13% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $12.7M
9% more capital invested
Capital invested by funds: $12.4B → $13.5B (+$1.11B)
5% more funds holding
Funds holding: 721 → 755 (+34)
1.42% more ownership
Funds ownership: 70.97% → 72.38% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
21% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 285
Holders
755
Holders Change
+34
Holders Change %
+4.72%
% of All Funds
11.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
116
Increased
225
Reduced
285
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$305M |
| 2 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$78M |
| 3 |
PI
PineBridge Investments
New York
|
+$40.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$35.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$30.1M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$242M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48M |
| 4 |
BlackRock
New York
|
-$47.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$34.5M |
