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Principal Financial Group

718 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, 280 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: 727718 (-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: 280

Holders
718
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 +$69.5M
2 +$46.6M
3 +$41.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$32.9M
5
GC
Gillson Capital
Illinois
+$23.2M

Top Sellers

1 -$117M
2 -$36.1M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$30.4M
5
Goldman Sachs
Goldman Sachs
New York
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
701
$2.32K
702
$2.31K
703
$2.18K
704
$1.96K
705
$1.44K
706
$1.37K
707
$1.3K
708
$1.25K
709
$1.08K
710
$1K
711
$865
712
$654
713
$577
714
$576
715
$455
716
$432
717
$289
718
$73
719
720
721
722
723
724
725