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Principal Financial Group

720 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 729720 (-9)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$825M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 281

Holders
720
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
$18M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$74.8M
2 +$50.2M
3 +$44.7M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$35.4M
5
GC
Gillson Capital
Illinois
+$25M

Top Sellers

1 -$126M
2 -$38.9M
3 -$34.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$32.8M
5
Goldman Sachs
Goldman Sachs
New York
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
701
$2.67K
702
$2.53K
703
$2.32K
704
$2.31K
705
$2.18K
706
$1.96K
707
$1.44K
708
$1.37K
709
$1.3K
710
$1.25K
711
$1.08K
712
$1K
713
$865
714
$654
715
$577
716
$576
717
$455
718
$432
719
$289
720
$73
721
722
723
724
725